&Wealth

&Wealth at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 5 employees and 96 individual clients, 70 of them high net worth.
• Its average account is about $2.0 million (assets it manages divided by its 254 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

&Wealth fees

&Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. 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

Advisors at this firm (3)

• Callie Brooks

  CFP

• Dorie Fain

  CFP

• Natalie Sherman

Other fee-only firms in New York

• Aces Advisors
• Allegory Advisory
• Altfest Personal Wealth Management
• American Financial & Tax Strategies
• Amvoy Wealth
• Arbus Capital Management
• Arcadia Wealth Management
• Arrival Capital Management

Fee-only advisors in New York