Firm
Oxler Private Wealth
Rye Brook, New York
Fee-only
Facts
| Based in | Rye Brook, New York |
|---|---|
| Website | oxlerpw.com |
| [email protected] | |
| Phone | (212) 785-2860 |
Oxler Private Wealth fees
Oxler Private 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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $578 million |
| Individual clients | 65 |
| Financial planning | Offered |
| Form ADV filed | March 16, 2026 |
| SEC record | CRD 309684 |