Firm
Notaro Wealth Advisory
Louisiana
Fee-only
Facts
| Based in | Louisiana |
|---|---|
| Website | notarowealthadvisory.com |
| Phone | (212) 859-0280 |
Notaro Wealth Advisory 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"We charge a single advisory fee with zero hidden costs, zero product sales, and zero adviser commissions." source
"Calculated daily, billed quarterly in arrears. Full portfolio management, active risk modeling, and tax coordination included." 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 12 |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 141275 |