Wesfair Advisory Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$400/hr

“The negotiated hourly fee for these services is between $100 and $400.”

Flat or project fee

$250⁠-⁠$5,000

“The negotiated fixed rate for creating client financial plans is between $250 and $5,000.”

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

How Wesfair Advisory Group, Inc. bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of WAG's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of WAG's fees within five business days of signing the Investment Advisory Contract.”

How Wesfair Advisory Group, Inc.’s fees compare

• Its hourly rate of $100-$400 spans the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 spans the New York median of $4,500. 30% of the 251 other New York planners that publish a flat or project fee charge less.

About Wesfair Advisory Group, Inc.

• Firm size: 2 employees.
• Founded: 2018 (8 years).

Planning areas mentioned in the brochure

• Tax planning

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

2% a year

Clients

11

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting

Assets managed

$30,268,007

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

295320

Website

wesfairadvisory.com (opens in new tab)

Phone

(914) 238-3734

Other planners in Chappaqua that publish fees

• Samalin WealthChappaqua$175⁠-⁠$10,000
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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