StackWealth 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.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | stackwealth.com |
| [email protected] | |
| Phone | (646) 397-9740 |
Questions about StackWealth
How is StackWealth paid?
StackWealth's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does StackWealth have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at StackWealth.
Is StackWealth accepting new clients?
Yes, according to StackWealth's website, checked October 28, 2026.
StackWealth fees
StackWealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, ongoing planning fee, one-time plans or projects, hourly. 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 |
|---|---|
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 336449 |