Wealthnest Capital Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$2,500

“The negotiated fixed rate for creating client financial plans is between $500 and $2,500.”

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

How Wealthnest Capital Inc. bills

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

• “Clients may terminate the agreement without penalty for a full refund of WNCI's fees within five business days of signing the investment management agreement.”
• “Financial Planning fees are billed and paid upon the presentation of the final financial plan to the client.”
• “Clients may terminate the agreement without penalty for a full refund of WNCI's fees within five business days of signing the Financial Planning Agreement.”

How Wealthnest Capital Inc.’s fees compare

• Its flat or project fee of $500-$2,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.

About Wealthnest Capital Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2026.

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

2% a year

Clients

78

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$34,889,134

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

281725

Phone

(929) 699-8020

Can advise clients in 3 states: New Jersey, New York, Texas

Other planners in Staten Island that publish fees

• Comprehensive Wealth Management Group, LLCStaten Island$300/hr
• Phoenix-Veritas Wealth ManagementStaten Island$100/hr
• The Hajdari Group, LLCStaten Island$500/hr
• The True Prophets LLCStaten Island$300/hr

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