Firm
Stash Wealth
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | stashwealth.com |
| Phone | (212) 913-9904 |
Stash Wealth fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"# $5,000*" source
"that $5,000 custom roadmap is included with the 1% AUM fee" source
"Though we charge a % of assets under management (AUM) like most financial advisory firms" source
"The Stash Plan is a four-week deep dive into your finances, life and goals" 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 | $52 million |
| Individual clients | 174 |
| Financial planning | Offered |
| Form ADV filed | July 15, 2026 |
| SEC record | CRD 167072 |