Firm
Angel Wealth Advisors
Astoria, New York
Fee-only
Angel Wealth Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 13 individual clients, 4 of them high net worth.
- Its average account is about $419,000 (assets it manages divided by its 13 accounts).
- Its ongoing planning fee starts at $3,600 a year, in line with the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Astoria, New York |
|---|---|
| Website | angelwealthadvisors.com |
| [email protected] | |
| Phone | (646) 443-6717 |
Angel Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,600 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee |
In the firm's words
"Base Planning Fee $ 3,600" source
"Up to $1M 1.00%" source
"we do not have minimums to work with us." source
"Annual percentage fee based on total household assets under management." source
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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $5 million |
| Individual clients | 9 |
| High-net-worth clients | 4 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 339005 |