PlannerFees

Wealthspire Advisors fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 30, 2026, Wealthspire Advisors charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$5,000/yr
“Wealthspire Advisors’ fee for providing trust administration services is generally a fixed annual dollar fee of no less than $5,000 per annum.”

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

How Wealthspire Advisors bills

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

  • “The proposed fee rate and method of billing is negotiable, subject to many factors.”
  • “Unless otherwise dictated by Wealthspire’s written agreement with its Client, the annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Wealthspire Advisors on the last day of the previous quarter.”
  • “Clients are generally invoiced quarterly in arrears based on the value of invested assets as of the last day of the previous quarter.”

How Wealthspire Advisors’ fees compare

  • Its annual fee of $5,000 is below the New York median of $6,250. 39% of the 80 other New York planners that publish an annual fee charge less.
  • 7 of the 22 other planners in New York that publish an annual fee charge less.

About Wealthspire Advisors

“Wealthspire Advisors LLC (“Wealthspire Advisors,” “Wealthspire,” “We,” or the “Firm”) is an SECregistered investment adviser providing wealth management, investment advisory and financial consulting through its state-registered Investment Advisor Representatives (“Advisor Representatives”) to individuals,…”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 397 employees.
  • Registered as an adviser: 1995 (31 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
2% a year
Minimum
$250,000 in assets (stated in brochure)
Clients
9,736
Employees
397
Works with
Individuals, high net worth individuals, pension and profit sharing plans, charities, state and local governments, and businesses
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$34,322,977,688
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
106181
Website
instagram.com/wealthspireadvisors (opens in new tab)
Phone
(212) 973-1200

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

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