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Firm

Myra Wealth

New York, New York

Fee-only

Myra Wealth 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 CFP.
  • Its Form ADV reports 1 employee and 59 individual clients, 32 of them high net worth.
  • Its average account is about $258,000 (assets it manages divided by its 252 accounts).

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

Facts

Based inNew York, New York
Websitemyrawealth.com
Phone(805) 380-6972

Myra Wealth fees

Myra Wealth 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 byPercentage of assets · Hourly · Fixed fees
Assets managed$65 million
Individual clients27
High-net-worth clients32
Accounts managed252
Employees1
Planning clients51-100
Registered withThe SEC (801-120070)
Financial planningOffered
Form ADV filedOctober 6, 2026
SEC recordCRD 311475

Advisors at this firm (1)