Whealth Advisors fees and pricing

Financial planner in Red Bank, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 12, 2026, Whealth Advisors charges $350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “For services under this engagement, wHealth Advisors charges a flat fee based on an estimate of the time required to provide the services requested, applying an hourly rate of $350.”

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

“The fee is due after the consultation, payable in one installment by check or ACH.”
“The fee for Ongoing Financial Planning will be an annual fixed fee in accordance with the fee schedule below. wHealth Advisors’ negotiable annual fee is calculated on the basis of the client’s net worth.”
“If a client’s net worth increases to a next feel level according to the fee schedule below, any corresponding fee increase is implemented incrementally. 4 The annual fee is paid on a quarterly basis, in advance, at the beginning of each calendar quarter.”

Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
3 of the 9 other planners in Red Bank that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 55
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: $88,310,310
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 304669
Website: whealthfa.com (opens in new tab)
Phone: (732) 852-5089

Can advise clients in 2 states: New Jersey, New York

Is something on this page wrong or out of date?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.