Spring Street Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 7, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$15,000

“Fixed fees for financial planning will typically range from $1,000 - $15,000, depending on the scope and complexity of the work.”

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

How Spring Street Wealth bills

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

• “Fees are negotiable based on factors such as asset size, anticipated future assets, related accounts, and complexity of client needs.”
• “Upon termination, all fees will be prorated to the date of termination and clients will be charged the final asset-based fee based on the number of days services were render during the previous quarter.”
• “All fixed fees for services offered by the firm will be determined in advance based on the agreement between the client and the firm and based on the information provided by the client at that time.”

How Spring Street Wealth’s fees compare

• Its flat or project fee of $1,000-$15,000 spans the New York median of $4,500. 77% of the 251 other New York planners that publish a flat or project fee charge less.
• 31 of the 52 other planners in New York that publish a flat or project fee charge less.

About Spring Street Wealth

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Firm details from Form ADV

How the firm is paid

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

28

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services

Assets managed

$26,440,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

338643

Website

springstreetwealth.com (opens in new tab)

Phone

(917) 695-9535

Can advise clients in 2 states: New Jersey, New York

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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