Wu Wealth Advisory, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“If clients cancel after the annual broad-based report has been delivered, a fee equal to total hourly costs incurred as a result of the report’s compilation may be charged at a rate of $200 per hour.”

Monthly fee

$89/mo

“Clients are assessed a recurring monthly fee of $89.99, paid in arrears, and cancellable at any time.”

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

How Wu Wealth Advisory, LLC bills

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

• “Our published fees are negotiable, and we waive our fees for our associates and their family members.”
• “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
• “An hourly engagement lasting more than one month will be billed at the end of each month for time incurred.”

How Wu Wealth Advisory, LLC’s fees compare

• Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.

About Wu Wealth Advisory, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Equity compensation
• Cash flow and budgeting
• Charitable giving

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

0.9% a year

Clients

9

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$689,395

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299120

Website

wuwealth.com (opens in new tab)

Phone

(917) 868-3009

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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