Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Waldron Private Wealth discloses a maximum, individually negotiated rate of 1.5% in its Waldron Private Wealth, LLC Form ADV Part 2A Brochure (August 4, 2026). Converted to dollars, that runs $7,500 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Waldron Private Wealth, LLC Form ADV Part 2A Brochure (August 4, 2026): “Registrant’s annual investment management fee shall vary (up to 1.50% of the total assets placed under Registrant’s management/advisement) and shall be based upon various objective and subjective factors, including, but not limited to, the amount of the assets placed under Registrant’s direct management, the amount of the assets placed under Registrant’s advisement, the complexity of the engagement, and the level and scope of the overall investment advisory services to be rendered. Fee Differentials. As a result, similarly situated clients could pay diverse fees.”
Note: Waldron’s own brochure prices only its investment management fee as a single ceiling; the firm separately charges non-investment financial planning, family office and consulting fees (typically $2,000 to $250,000 fixed, or $75 to $500 an hour) that are not part of the asset-based figure priced here.
The published maximum: 1.5% per year.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $3,750 | 1.50% |
| $500,000 | $7,500 | 1.50% |
| $1,000,000 | $15,000 | 1.50% |
| $2,000,000 | $30,000 | 1.50% |
Waldron’s own brochure discloses an investment management fee up to 1.50% per annum, individually negotiated per client based on stated factors; dollar_at = balance x 0.015 at each of the four balances (Waldron publishes no discrete lower tier, so the same 1.50% ceiling applies at every balance shown).
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Waldron Private Wealth’s own published maximum rate runs up to $7,500 a year.
Comparing Waldron Private Wealth against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
Compare your next step
Just comparing fees? Keep reading the fee guide.Optional next step
Explore an adviser match
Compare the services and the full fee before deciding whether to hire anyone.
- No fee to request a match
- No obligation to hire
Expect questions about your situation, your name, email and phone, and phone verification by text. A match is not guaranteed.
The form is run by Kapitalwise, our advisor-matching partner. Kapitalwise sends your details to advisers who pay for the introduction, so expect calls and texts. Clear Money Guide is paid when you submit the form, whether or not you ever hire anyone. This is free to you and there is no obligation to hire anyone.
Opens here. Nothing loads and nothing reaches Kapitalwise until you press the button.
How our partner relationships workCompare an adviser match before you decide
Ask about the full fee, what it covers and how the adviser is paid. A match is an introduction, not a recommendation from Clear Money Guide.
- Free matching service
- No obligation to hire
The matching service is run by WiserAdvisor, an independent advisor-matching company. It opens on their site, asks for your ZIP code and a few questions, and matches you with 2 to 3 vetted advisors. It is free to you. WiserAdvisor states the service is built for portfolios of $250,000 and above. By submitting, you consent to emails, phone calls and text messages from WiserAdvisor and up to three advisors, so expect to be contacted. Advisers pay for the introduction. Clear Money Guide is paid when you complete the form, whether or not you ever hire anyone. There is no obligation to hire anyone.
Continue to WiserAdvisorOpens on WiserAdvisor’s site in a new tab.
Source: WiserAdvisor’s service descriptionSources
- Waldron Private Wealth, LLC Form ADV Part 2A Brochure (August 4, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1053837
- SEC Investment Adviser Public Disclosure, Waldron Private Wealth, LLC (CRD #131063): https://adviserinfo.sec.gov/firm/summary/131063
- Waldron Private Wealth, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/131063/PDF/131063.pdf
Methodology. This page was built September 28, 2026, drawing on Waldron Private Wealth’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Waldron Private Wealth instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Waldron Private Wealth review.
Comparing Waldron Private Wealth against other options? See Waldron Private Wealth alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.