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Firm

Arons Wealth Management

Rye, New York

Fee-only

Arons Wealth Management at a glance

  • One of 480 fee-only firms based in New York in the Wellspent graph.
  • 2 advisors are listed here; 1 of 2 hold the PFS.
  • Its Form ADV reports 2 employees and 5 individual clients, 3 of them high net worth.
  • Its average account is about $949,000 (assets it manages divided by its 5 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Based inRye, New York
Websitearonscpa.com
Phone(845) 623-1414

Arons Wealth Management fees

Arons Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 byPercentage of assets · Hourly
Assets managed$5 million
Individual clients2
High-net-worth clients3
Accounts managed5
Employees2
Planning clients0
Financial planningOffered
Form ADV filedMarch 17, 2026
SEC recordCRD 334234

Advisors at this firm (2)