Firm
Fifth Avenue Wealth Advisors
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | fifthavenuewealth.com |
| Phone | (212) 332-3280 |
Fifth Avenue 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.
| Asset-based fee | 0.9% a year on the first tier of assets |
|---|---|
| Account minimum | $1,000,000 |
| How it charges | Percentage of assets |
In the firm's words
"FIRST 3MM 0.90%" source
"Minimum account size is $1M in investable assets" source
"We charge one fee for all of the services we provide based on 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 |
|---|---|
| Assets managed | $24 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 166896 |