Firm
Resnick Wealth Alliance
Palm Beach Gardens, Florida
Fee-only
Facts
| Based in | Palm Beach Gardens, Florida |
|---|---|
| Website | resnickwealth.com |
| Phone | (561) 453-1120 |
Resnick Wealth Alliance fees
Resnick Wealth Alliance 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 · Fixed fees |
|---|---|
| Assets managed | $121 million |
| Individual clients | 17 |
| Financial planning | Offered |
| Form ADV filed | May 28, 2026 |
| SEC record | CRD 316188 |