PlannerFees

Samalin Wealth fees and pricing

Financial planner in Chappaqua, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated June 26, 2026, Samalin Wealth charges a flat or project fee of $175⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$175⁠-⁠$10,000
“Currently, fixed fees range from $875 for a limited review to $10,000 for a comprehensive financial plan, and hourly 7 fees range from $175 to $575.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Samalin Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The remaining balance is due and payable upon delivery of the financial plan or completion of the agreed upon services.”
  • “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
  • “Our portfolio management fee is billed and payable quarterly, in advance, based on the value of your account (including margin debits in your margin accounts) on the last day of the previous quarter.”

How Samalin Wealth’s fees compare

  • Its flat or project fee of $175-$10,000 spans the New York median of $4,500. 57% of the 251 other New York planners that publish a flat or project fee charge less.

About Samalin Wealth

“We provide our clients with a wide range of investment advisory services through our investment management programs, including financial planning, consulting, and discretionary and non- discretionary management of investment portfolios.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 13 employees.
  • Credentials named in the brochure: CPA.
  • Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Divorce

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
2.5% a year
Clients
539
Employees
13
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$490,543,706
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
142214
Website
samalinwealth.com (opens in new tab)
Phone
(914) 666-6600

Can advise clients in 17 states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Massachusetts, Maryland, North Carolina, Nebraska, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

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