Firm
1650 Wealth Management
Lighthouse Point, Florida
Fee-only
Facts
| Based in | Lighthouse Point, Florida |
|---|---|
| Website | 1650wealth.com |
| Phone | (800) 658-9560 |
1650 Wealth Management fees
1650 Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $120 million |
| Individual clients | 85 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 152985 |