Firm
wHealth Advisors
Jersey City, New Jersey
Fee-only
wHealth Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 55 individual clients, 32 of them high net worth.
- Its average account is about $254,000 (assets it manages divided by its 348 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Jersey City, New Jersey |
|---|---|
| [email protected] | |
| Phone | (732) 852-5089 |
wHealth Advisors fees
wHealth Advisors 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 | Fixed fees |
|---|---|
| Assets managed | $88 million |
| Individual clients | 23 |
| High-net-worth clients | 32 |
| Accounts managed | 348 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 304669 |