Wieder Financial Corp. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 6, 2025. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“Should you request a formal financial plan be drafted, the fixed flat fee for that service is $1000.00 dollars for the financial plan.”

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

How Wieder Financial Corp. bills

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

• “If we prepare a written Free Market Investment Analysis (FMIA) for you a $500.00 fee is due in advance.”

How Wieder Financial Corp.’s fees compare

• Its flat or project fee of $1,000 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.

About Wieder Financial Corp.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

Clients

2

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and other services

Assets managed

$5,460,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331643

Phone

(914) 205-6363

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

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