Wealth Strategies & Solutions, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“$200 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced by WS&S. 9 Your financial planning services advisory agreement with WS&S is for a period of one year, unless otherwise stated.”

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

How Wealth Strategies & Solutions, LTD. bills

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

• “Our fees are negotiable and are charged in accordance with the fee schedule below.”
• “Fees are payable either monthly or quarterly, in arrears or advance in accordance with the Manager's policy, based upon the market value of the assets held in your account at the end of the preceding calendar quarter.”
• “Our fees are negotiable and are not based on a share of capital gains or capital appreciation of the funds or any portion of the funds in your account.”

How Wealth Strategies & Solutions, LTD.’s fees compare

• Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
• 1 of the 8 other planners in Rochester that publish an hourly rate charge less.

About Wealth Strategies & Solutions, LTD.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, CPA, and ChFC®.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

59

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$16,552,641

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297130

Website

wssltd.org (opens in new tab)

Phone

(585) 678-6950

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr

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