Veneroso Wealth Management fees and pricing

Financial planner in Woodbury, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated May 21, 2026, Veneroso Wealth Management charges $1,000 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $1,000/hr; “Hourly fee services are offered on an hourly fee of $1000 per hour but this is negotiable.”

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

“Fees for financial plans are billed upon completion of the plan.”
“Fees are generally invoiced directly to the Client but may also be deducted from another account held with Veneroso Wealth Management.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

Its hourly rate of $1,000 is above the New York median of $300. 98% of the 301 other New York planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

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: 1.5% a year
Clients: 362
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $298,792,338
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 342014
Website: venerosowealth.com (opens in new tab)
Phone: (631) 559-7713

Is something on this page wrong or out of date?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.