Wander Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“If charged on an hourly basis, fees do not exceed $500 per hour and we provide an estimate of the number of hours needed to complete the requested services.”

Flat or project fee

$10,000

“Fees for financial plans are charged as a fixed fee generally not exceeding $10,000 and are negotiable based upon the complexity of your situation and the actual services requested.”

Annual fee

$15,000/yr

“Fees for retainer services do not generally exceed $15,000 per year and are based on the complexity of your situation and the actual services to be provided.”

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

How Wander Financial Services, LLC bills

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

• “If you remain unsatisfied with the written plan as presented, there is no refund of any advisory fees already paid and you retain the final plan presented.”
• “We inform you of the fees prior to any services being provided and fees are payable at the time you sign the client agreement.”
• “In no event do we charge more than $500 more than six months in advance.”

How Wander Financial Services, LLC’s fees compare

• Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
• 50 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the New York median of $4,500. 83% of the 251 other New York planners that publish a flat or project fee charge less.
• 35 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $15,000 is above the New York median of $6,250. 76% of the 80 other New York planners that publish an annual fee charge less.
• 16 of the 22 other planners in New York that publish an annual fee charge less.

About Wander Financial Services, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2010 (16 years).

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

34

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$42,954,609

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

151534

Website

wanderfinancial.com (opens in new tab)

Phone

(646) 220-1237

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

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