Willcox Wealth Management fees
Financial planner in New York City, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 1, 2026, Willcox Wealth Management (New York City, NY) charges a flat or project fee of $1,000-$10,000 for financial planning.
- Website: willcoxwealthmanagement.com (opens in new tab)
- Call (978) 888-3012
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 1, 2026. Fees can change.
- Flat or project fee
- $1,000-
$10,000 Runs from below the New York City median of $5,500 to above it. Runs from below the New York State median of $5,025 to above it.
“Fixed fee rates are negotiable based on complexity, and range between $1,000 to $10,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Willcox Wealth Management 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.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
About Willcox Wealth Management
- Principal: Cameron Willcox
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Clients
- 7
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $3.3 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of September 3, 2026
- CRD number
- 335728 (opens in new tab)
- Phone
- (978) 888-3012
Other planners in New York City that publish fees
- Eureka Wealth SolutionsNew York CityHourly $300/hr
- Amvoy WealthNew York CityFlat $1,000-$20,000
- Washington Square Capital Management LLCNew York CityFlat $1,000-$5,000
- Foresight AdvisorsNew York CityHourly $450/hr
- Zebra Crossing Asset Management LLCNew York CityFlat $100-$5,000
- Contessa CapitalNew York CityQuarterly $1,000-$1,500/qtr
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.