Firm
Prentice Wealth Management
Rochester, New York
Fee-only
Prentice Wealth Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 14 employees and 1,024 individual clients, 50 of them high net worth.
- Its average account is about $549,000 (assets it manages divided by its 1,034 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rochester, New York |
|---|---|
| Website | knightbridgecap.com |
| Phone | (585) 218-0001 |
Prentice Wealth Management fees
Prentice Wealth Management 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 · Subscription · Fixed fees |
|---|---|
| Assets managed | $568 million |
| Individual clients | 974 |
| High-net-worth clients | 50 |
| Accounts managed | 1,034 |
| Employees | 14 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-76490) |
| Financial planning | Offered |
| Form ADV filed | May 26, 2026 |
| SEC record | CRD 160052 |