Safran Wealth Advisors, LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Safran Wealth Advisors, LLC charges a flat or project fee of $7,500-$40,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $7,500-$40,000
“The fees for financial planning generally range from $7,500 to $40,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Safran Wealth Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client must consent in advance to direct debiting of their investment account.”
- “Clients have the flexibility of having this fee deducted from their accounts or may opt to pay this fee directly by check.”
- “The client must consent in advance to direct debiting of their investment account.”
How Safran Wealth Advisors, LLC’s fees compare
- Its flat or project fee of $7,500-$40,000 is above the New York median of $4,500. 95% of the 251 other New York planners that publish a flat or project fee charge less.
- 47 of the 52 other planners in New York that publish a flat or project fee charge less.
About Safran Wealth Advisors, LLC
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 98
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $132,932,668
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 152161
- Phone
- (212) 328-9530
Can advise clients in 6 states: California, Florida, Louisiana, New Jersey, New York, Texas
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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