Firm
TriState Wealth Advisors
Newark, Delaware
Fee-only
Facts
| Based in | Newark, Delaware |
|---|---|
| Website | tristatewealthadvisors.com |
| Phone | (302) 556-6556 |
TriState Wealth Advisors fees
TriState Wealth Advisors 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. 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 | $27 million |
| Individual clients | 55 |
| Financial planning | Offered |
| Form ADV filed | May 19, 2026 |
| SEC record | CRD 333345 |