PlannerFees

World Market Advisors fees and pricing

Financial planner in Hanover, New Hampshire. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated July 14, 2026, World Market Advisors charges $350 an hour, a flat or project fee of $3,500, and a monthly fee of $139 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$350/hr
“The Advisor’s hourly fee will be billed at a rate of $350 per hour, billed in 15-minute increments, and will be negotiated and agreed upon by the parties in advance.”
Flat or project fee
$3,500
“Comprehensive Plan (approx 10 hrs consultation + 1 yr subscription): $ 3,500 (one time) 3.”
Monthly fee
$139/mo
“Monthly “Agile Plan” subscription: $ 139 / month Fixed Fees Plan sponsors who engage WMA for pension consulting services will enter into an agreement with WMA for a period of one year and WMA will charge a fixed fee for the services outlined above in the amount of $25,000.”

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

How World Market Advisors bills

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

  • “The invoice will include the amount of the fee, the value of the client’s assets upon which the fee was based, and the specific manner in which the fee was calculated.”
  • “Hourly fee-based clients are billed upon completion of the work for which WMA has been engaged.”
  • “If the client terminates the Agreement with the Advisor prior to the Advisor's completion of the project, any fees due the Advisor will be invoiced to the client and payable within 30 days of delivery of the invoice.”

How World Market Advisors’ fees compare

  • Its hourly rate of $350 is above the New Hampshire median of $275. 67% of the 52 other New Hampshire planners that publish an hourly rate charge less.
  • 2 of the 2 other planners in Hanover that publish an hourly rate charge less.
  • Its flat or project fee of $3,500 is below the New Hampshire median of $5,400. 43% of the 37 other New Hampshire planners that publish a flat or project fee charge less.

About World Market Advisors

  • Firm size: 3 employees.
  • Credentials named in the brochure: CFA.
  • Registered as an adviser: 2020 (6 years).

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
1% a year
Clients
67
Employees
3
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services
Assets managed
$73,239,743
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
306933
Website
youtube.com/@worldmarketadvisors (opens in new tab)
Phone
(603) 252-6509

Can advise clients in 6 states: Florida, Massachusetts, New Hampshire, New York, Texas, Vermont

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