Wealth With Wisdom Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$5,000

“Method of Compensation and Fee Schedule FINANCIAL PLANNING AND CONSULTING Wealth With Wisdom charges financial planning and consulting on a negotiable hourly rate of up to $1000 per hour or a negotiable fixed fee with a minimum of $250 not to exceed $5000 per financial plan.”

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

How Wealth With Wisdom Advisors, Inc. bills

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

• “In such cases, Wealth With Wisdom will notify you in advance and request that you approve the additional fee.”
• “The payments are received in two installments: one at the commencement of the planning process, balance of the final payment is due upon delivery of completed plan.”
• “Client may cancel within five (5) days of signing Agreement for a full refund.”

How Wealth With Wisdom Advisors, Inc.’s fees compare

• Its flat or project fee of $250-$5,000 spans the Florida median of $4,900. 31% of the 320 other Florida planners that publish a flat or project fee charge less.
• 2 of the 7 other planners in Palm Beach Gardens that publish a flat or project fee charge less.

About Wealth With Wisdom Advisors, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2014 (12 years).

Firm details from Form ADV

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

1.2% a year

Employees

1

Services reported to regulators

Financial planning, selecting other advisers, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

171071

Website

instagram.com/saul.cohen (opens in new tab)

Phone

(561) 799-9778

Can advise clients in 4 states: Colorado, Florida, New Jersey, New York

Other planners in Palm Beach Gardens that publish fees

• Atticus Wealth ManagementPalm Beach Gardens$500/hr, $7,500⁠-⁠$30,000
• Castle Island WealthPalm Beach Gardens$350/hr
• Center for Asset Management, LLCPalm Beach Gardens$300/hr
• Dakota Wealth, LLCPalm Beach Gardens$5,000⁠-⁠$25,000
• Kuyrkendall CapitalPalm Beach Gardens$500⁠-⁠$10,000
• Lri InvestmentsPalm Beach Gardens$150⁠-⁠$350/hr, $650⁠-⁠$2,500

Compare all 18 planners in Palm Beach Gardens