Firm
HHL Wealth Advisors
Flushing, New York
Fee-only
HHL Wealth Advisors 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 2 employees and 26 individual clients, 1 of them high net worth.
- Its average account is about $18,000 (assets it manages divided by its 26 accounts).
- Its ongoing planning fee starts at $960 a year, below the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Flushing, New York |
|---|---|
| Website | hhlwealthadvisors.com |
| Phone | (212) 796-2298 |
HHL 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.
| Ongoing planning | From $960 a year |
|---|---|
| One-time plan | From $1,000 |
| How it charges | Flat fee · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Fees are paid monthly in advance, typically ranging from $80 to $1000." source
"Fixed fee typically starting at $1,000." source
"We charge a fixed fee for Financial Planning." source
"Project-Based Financial Planning: We charge a fixed fee for Financial Planning." 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 · Fixed fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 25 |
| High-net-worth clients | 1 |
| Accounts managed | 26 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 11, 2026 |
| SEC record | CRD 327649 |