Firm
Dark Horse Wealth
Cazenovia, New York
Fee-only
Dark Horse Wealth 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 94 individual clients, 10 of them high net worth.
- Its average account is about $212,000 (assets it manages divided by its 173 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Cazenovia, New York |
|---|---|
| Website | darkhorsewealth.com |
| [email protected] | |
| Phone | (315) 559-2834 |
Dark Horse Wealth fees
Dark Horse Wealth 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 · Hourly |
|---|---|
| Assets managed | $37 million |
| Individual clients | 84 |
| High-net-worth clients | 10 |
| Accounts managed | 173 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132392) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 159999 |