Firm
Lone Wolf Trading
Briarcliff Manor, New York
Fee-only
Lone Wolf Trading 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 10 individual clients.
- Its average account is about $69,000 (assets it manages divided by its 13 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Briarcliff Manor, New York |
|---|---|
| Website | lonewolftrading.com |
| Phone | (914) 471-3887 |
Lone Wolf Trading fees
Lone Wolf Trading 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 10 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 297055 |