Firm
Pope Wealth Planning
New York, New York
Fee-only
Pope Wealth Planning 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 49 individual clients, 32 of them high net worth.
- Its average account is about $481,000 (assets it manages divided by its 95 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | financialadvisor.nyc |
| [email protected] | |
| Phone | (702) 936-0581 |
Pope Wealth Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $4,000 |
| How it charges | One-time plans or projects · Ongoing planning fee · Flat fee · Percentage of assets |
In the firm's words
"1x Comprehensive Plan: $4,000 - $6,000" source
"Hybrid Advisory: $1,500 - 2,500/qtr" 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 | $46 million |
| Individual clients | 17 |
| High-net-worth clients | 32 |
| Accounts managed | 95 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 328014 |