Voss Wealth Management fees
Financial planner in Endicott, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 3, 2026, Voss Wealth Management (Endicott, NY) charges an annual fee of up to $6,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 3, 2026. Fees can change.
- Annual fee
- Up to $6,000/yr
Capped at $6,000, at or below the New York median of $6,875.
“Adviser is compensated for its financial planning services for a flat fee that typically ranges up to $6,000 per annum (which may be billed monthly or quarterly in arrears).”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Voss Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Adviser does not charge fees in advance, and therefore no pro rata refund will be due to a client upon termination of the advisory relationship.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 69
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $93.9 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 3, 2026
- CRD number
- 338916 (opens in new tab)
- Phone
- (607) 444-2234
Registered or notice filed in 8 states: Florida, New Hampshire, New York, North Carolina, Pennsylvania, South Carolina, Texas, Vermont
More planners in New York that publish fees
- Navwell AdvisorsGarden CityHourly $200/hr, Annual $3,000-$6,000/yr
- Inside Edge Capital Management, LLCSaratoga SpringsFlat up to $10,000
- Stkeros Financial Planning, LLCNew York CityHourly $360/hr
- Olson Tax & Financial PlanningForest HillsQuarterly $400/qtr
- Oppenheimer + Close, LLCNew York CityHourly $450/hr
- Integrated Financial Consulting, LLCAirmontHourly $300-$750/hr
Is something on this page wrong or out of date?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.