Firm
Chemistry Wealth Management, LLC.
New York, New York
Fee-only
Chemistry Wealth Management, LLC. at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 7 advisors are listed here; 2 of 7 hold the CFP.
- Its Form ADV reports 11 employees and 558 individual clients, 331 of them high net worth.
- Its average account is about $642,000 (assets it manages divided by its 1,970 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | chemistrywealth.com |
| [email protected] | |
| Phone | (212) 970-8900 |
Chemistry Wealth Management, LLC. fees
Chemistry Wealth Management, LLC. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 227 |
| High-net-worth clients | 331 |
| Accounts managed | 1,970 |
| Employees | 11 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-122166) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 316069 |