The Wealthplan LLC fees and pricing
Financial planner in Great Neck, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated August 24, 2026, The Wealthplan LLC charges an annual fee of $900-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $900-$5,000/yr
“Financial planning services are offered based on a yearly flat fee between $900 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Wealthplan LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “For withdrawals or deposits during the month, fees will be prorated based on the days that assets are managed and serviced during the given period.”
- “The client must consent in advance to direct debiting of their investment account by signing the Client Agreement.”
- “WealthPlan also has the option to bill the client directly with a flat fee payable by credit card or ACH in lieu of directly debiting an investment account.”
How The Wealthplan LLC’s fees compare
- Its annual fee of $900-$5,000 is below the New York median of $6,250. 21% of the 80 other New York planners that publish an annual fee charge less.
About The Wealthplan LLC
- Principal: David Warshaw
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2016 (10 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- Cash flow and budgeting
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
- 1.25% a year
- Clients
- 132
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $87,476,559
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 306820
- Phone
- (516) 400-7111
Can advise clients in 4 states: Florida, New Jersey, New York, Texas
Other planners in Great Neck that publish fees
- Esk Capital Management Inc.Great Neck$400/hr
- Kutz and Company Inc.Great Neck$275/hr
- Modoo Strategy LLCGreat Neck$350/hr, $350-$30,000
- Palumbo Wealth Management LLCGreat Neck$1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.