Firm
Wealth Habits
White Plains, New York
Fee-only
Wealth Habits 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 and 19 individual clients, 9 of them high net worth.
- Its average account is about $3.2 million (assets it manages divided by its 26 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the New York median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | White Plains, New York |
|---|---|
| Website | wealthhabits.com |
| [email protected] | |
| Phone | (734) 044-5067 |
Wealth Habits fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Asset-based fee | 0.95% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Foundations at $6,000, Core at $9,600, and Premier at $15,000." source
"First $2M 0.95%" source
"There is no asset minimum." source
"Foundations at $6,000, Core at $9,600, and Premier at $15,000." 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 | $84 million |
| Individual clients | 10 |
| High-net-worth clients | 9 |
| Accounts managed | 26 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-113640) |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 153748 |