West Village Wealth fees and pricing

Financial planner in Brooklyn, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 1, 2026, West Village Wealth charges a flat or project fee of $500⁠-⁠$5,000 and a monthly fee of $100⁠-⁠$1,200 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$500⁠-⁠$5,000
“Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract. 8 Project-Based Financial Planning We charge a fixed fee of $500 to $5,000 for Project-Based Financial Planning.”
Monthly fee
$100⁠-⁠$1,200/mo
“Fees are paid monthly in arrears, ranging from $100 to $1,200 per month.”

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

How West Village Wealth bills

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

  • “Fees are negotiable and some fees may vary by Client for similar services.”
  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How West Village Wealth’s fees compare

  • Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.
  • 5 of the 9 other planners in Brooklyn that publish a flat or project fee charge less.

About West Village Wealth

  • Principal: Joseph Castignetti
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • Business owners
  • Cash flow and budgeting

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
1% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
343329
Website
westvillagewealth.com (opens in new tab)
Phone
(973) 886-0893

Other planners in Brooklyn that publish fees

Compare all 31 planners in Brooklyn

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.