Firm
Upstart Wealth Management
New York, New York
Fee-only
Facts
| Based in | New York, New York |
|---|---|
| Website | upstartwealth.com |
| [email protected] | |
| Phone | (415) 549-0646 |
Upstart Wealth Management 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.
| Ongoing planning | From $7,600 a year |
|---|---|
| Asset-based fee | 0.45% to 0.8% a year |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Clients get our full-service team for a simple annual retainer of $7,600" source
"$750,001 – $2,500,000: 0.80%" source
"$20,000,001 and above: 0.45%" source
"annual retainer of $7,600" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $386 million |
| Individual clients | 30 |
| Financial planning | Offered |
| Form ADV filed | July 30, 2026 |
| SEC record | CRD 173728 |