Stash Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000

“Stash Plan: $5,000 for high earning professionals, this is a multi-week engagement between the client and SW.”

Monthly fee

$200/mo

“At no time will the program fee be less than $200 per month.”

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

How Stash Wealth, LLC bills

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

• “Fees are negotiable at SW’s sole discretion.”
• “The fee will be announced in advance of the workshop and will be determined by the number of events being purchased (i.e., package), in addition to whether or not educational materials are being provided.”
• “Fees are paid with a credit card upon purchase of any of the offerings.”

How Stash Wealth, LLC’s fees compare

• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
• 17 of the 52 other planners in New York that publish a flat or project fee charge less.

About Stash Wealth, LLC

• Firm size: 3 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Retirement planning

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% a year

Clients

174

Employees

3

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Assets managed

$51,715,642

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167072

Website

stashwealth.com (opens in new tab)

Phone

(212) 913-9904

Can advise clients in 10 states: California, Colorado, Georgia, Illinois, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia

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