Stackwealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$20,000

“Fixed fee rates range between $500 - $20,000.”

Annual fee

$5,000⁠-⁠$12,000/yr

“We charge an annual fixed fee of $5,000 - $12,000 Fees may be collected monthly or quarterly, in advance or arrears, as outlined in your Advisory Contract.”

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

How Stackwealth LLC bills

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

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are due upon completion of the services.”

How Stackwealth LLC’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• 27 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the New York median of $4,500. 84% of the 251 other New York planners that publish a flat or project fee charge less.
• 38 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $5,000-$12,000 spans the New York median of $6,250. 59% of the 80 other New York planners that publish an annual fee charge less.
• 12 of the 22 other planners in New York that publish an annual fee charge less.

About Stackwealth LLC

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

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting

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% a year

Employees

1

Services reported to regulators

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

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

336449

Website

stackwealth.com (opens in new tab)

Phone

(646) 397-9740

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

Compare all 184 planners in New York