Westchester Wealth Management fees and pricing

Published fees

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

Hourly rate

$150⁠-⁠$300/hr

“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $300 per hour.”

Annual fee

$500⁠-⁠$20,000/yr

“Annual fees may range from $500 to $20,000 and are negotiated. 7 General Termination Information A client agreement may be canceled at any time, by either party, for any reason upon receipt of 30 days written notice.”

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

How Westchester Wealth Management bills

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

• “All advisor fees are technically negotiable regardless of the size of assets under management.”
• “Should a client open an account during the quarter, WWM’s management fee will be prorated based on the number of days the account was open during the quarter.”

How Westchester Wealth Management’s fees compare

• Its hourly rate of $150-$300 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $500-$20,000 spans the New York median of $6,250. 66% of the 80 other New York planners that publish an annual fee charge less.

About Westchester Wealth Management

• 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

• Estate planning
• Business owners
• Cash flow and budgeting

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

3% a year

Clients

70

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$10,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332418

Website

westchesterwm.com (opens in new tab)

Phone

(914) 306-8689

Other planners in South Salem that publish fees

• Loyal AdvisorsSouth Salem$475/hr, $2,500⁠-⁠$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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