Irvine Wealth Planning Strategies, LLC

Irvine Wealth Planning Strategies, LLC at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 3 advisors are listed here; all hold the CFP.
• Its Form ADV reports 7 employees and 218 individual clients, 80 of them high net worth.
• Its average account is about $202,000 (assets it manages divided by its 776 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Irvine Wealth Planning Strategies, LLC fees

Irvine Wealth Planning Strategies, LLC 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

Advisors at this firm (3)

• Amy Irvine

  CFP · EA · CDFA

• Katrina Welker

  CFP

• Rebekah Eason

  CFP