Washington Square Capital Management LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 24, 2026, Washington Square Capital Management LLC charges $300 an hour and a flat or project fee of $1,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour.”
- Flat or project fee
- $1,000-$5,000
“Depending upon the complexity of the situation and the needs of the client, the fixed fee for these services will range between $1,000 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Washington Square Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Clients may elect to be billed directly for fees or to authorize us to directly debit fees from their account.”
- “Upon termination of any account, any unpaid fees will be due and payable.”
- “The fee may be negotiable in certain cases.”
How Washington Square Capital Management LLC’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- 14 of the 69 other planners in New York that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$5,000 spans the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
- 12 of the 52 other planners in New York that publish a flat or project fee charge less.
About Washington Square Capital Management LLC
“We advise Pension Plan sponsors and help companies and non-profits set up 401k, 403b, pension or other retirement-benefit plans.”
- Firm size: 2 employees.
- Registered as an adviser: 2015 (11 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
- 1.5% a year
- Clients
- 46
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $90,413,084
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150335
- Phone
- (646) 450-9772
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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