Us Wealth Management Advisors, LLC fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 4, 2026, Us Wealth Management Advisors, LLC charges up to $550 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- Up to $550/hr
“Hourly fees range from $0 to consultation, $550 per hour and are negotiable based on the payable scope, complexity, and nature of the engagement. upon The specific fee will be agreed upon in writing prior completion to the commencement of services. of the assignment Personal and Corporate Consulting and Planning…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Us Wealth Management Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and Lower fees for comparable services may be available from other sources.”
- “The investment advisory management fee is negotiable based on total assets under advisement, the complexity of the engagement, and the scope of services required.”
- “Charged per financial plan, payable upon completion and review of the plan.”
How Us Wealth Management Advisors, LLC’s fees compare
- Its hourly rate of up to $550 spans the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.
- 13 of the 69 other planners in New York that publish an hourly rate charge less.
About Us Wealth Management Advisors, LLC
“Wealth Management Advisors, LLC is built to operate as a platform company that offers flexibility, customized, high-touch, cost-effective advisory solutions to both select investors and licensed, independent advisors seeking a turnkey solution to run their operations.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
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
- Clients
- 3
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $1,594,474
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327223
- Phone
- (212) 213-0025
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
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.