Firm
Birch Wealth Management
Rome, New York
Fee-only
Birch Wealth Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 3 employees and 176 individual clients, 19 of them high net worth.
- Its average account is about $147,000 (assets it manages divided by its 422 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rome, New York |
|---|---|
| Website | birchwealth.com |
| Phone | (315) 795-2005 |
Birch Wealth Management fees
Birch 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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $62 million |
| Individual clients | 157 |
| High-net-worth clients | 19 |
| Accounts managed | 422 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-121325) |
| Financial planning | Offered |
| Form ADV filed | May 14, 2026 |
| SEC record | CRD 304727 |