Firm
Wharton Wealth Planning
New York, New York
Fee-only
Wharton Wealth Planning 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 21 individual clients, 19 of them high net worth.
- Its average account is about $1.8 million (assets it manages divided by its 21 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | whartonwealthplanning.com |
| [email protected] | |
| Phone | (646) 450-7021 |
Wharton Wealth Planning fees
Wharton Wealth Planning 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 2 |
| High-net-worth clients | 19 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-135877) |
| Financial planning | Offered |
| Form ADV filed | September 16, 2026 |
| SEC record | CRD 319716 |