Firm
Manhattan Wealth Management Group
New York, New York
Fee-only
Manhattan Wealth Management Group at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the ChFC.
- Its Form ADV reports 3 employees and 311 individual clients, 153 of them high net worth.
- Its average account is about $275,000 (assets it manages divided by its 557 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | manhattanwealth.com |
| Phone | (212) 810-6961 |
Manhattan Wealth Management Group fees
Manhattan Wealth Management Group 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 | $153 million |
| Individual clients | 158 |
| High-net-worth clients | 153 |
| Accounts managed | 557 |
| Employees | 3 |
| Planning clients | 0 |
| Registered with | The SEC (801-134686) |
| Financial planning | Offered |
| Form ADV filed | August 26, 2026 |
| SEC record | CRD 338376 |