Firm
Sax Wealth Advisors, LLC
New York, New York
Fee-only
Sax Wealth Advisors, LLC 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 39 employees and 1,596 individual clients, 715 of them high net worth.
- Its average account is about $662,000 (assets it manages divided by its 5,429 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | saxwa.com/contact |
| [email protected] | |
| Phone | (212) 661-8640 |
Sax Wealth Advisors, LLC fees
Sax Wealth Advisors, LLC 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 · Fixed fees |
|---|---|
| Assets managed | $3.6 billion |
| Individual clients | 881 |
| High-net-worth clients | 715 |
| Accounts managed | 5,429 |
| Employees | 39 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-68788) |
| Financial planning | Offered |
| Form ADV filed | October 13, 2026 |
| SEC record | CRD 119193 |