Firm
Map to Your Wealth
Floral Park, New York
Fee-only
Facts
| Based in | Floral Park, New York |
|---|---|
| Website | maptoyourwealth.com |
| [email protected] | |
| Phone | (347) 408-4305 |
Map to Your 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.
| Ongoing planning | From $1,680 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $25,000 |
| How it charges | Percentage of assets · Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"an ongoing fee that is paid monthly, in advance, at the rate of $140.00 per month" source
"The fixed fee can range between $1,000.00 and $2,600." source
"$0.00 - $500,000: 1.00%" source
"Our minimum account requirement for portfolio management is $25,000" 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 | $4 million |
| Individual clients | 2 |
| Financial planning | Offered |
| Form ADV filed | January 26, 2026 |
| SEC record | CRD 300713 |