Firm
Lords Wealth
Nyack, New York
Fee-only
Lords 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 28 individual clients, 4 of them high net worth.
- Its hourly rate of $100 is below the New York median of $300.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Nyack, New York |
|---|---|
| Website | lordswealth.com |
| Phone | (201) 803-9940 |
Lords Wealth 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.
| Hourly | $100 an hour |
|---|---|
| How it charges | Percentage of assets · Hourly |
In the firm's words
"$100 Per Hour" 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 | Hourly |
|---|---|
| Individual clients | 24 |
| High-net-worth clients | 4 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 302002 |