Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Waverly Advisors discloses a maximum, individually negotiated rate of 1.5% in its Form ADV Part 2A (August 19, 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 Form ADV Part 2A (August 19, 2026): “Such clients sometimes maintain their pre-existing fee schedules (“Grandfathered Fee Schedules”), subject to the fee minimum disclosure in Item 5(A)(4) above and a 1.5% maximum Advisory Fee limit generally applied by Adviser.”
Note: CRD 115332 is ACTIVE and SEC registered per a live IAPD lookup performed this session (isSECRegistered: Y, iaScope: ACTIVE). Waverly’s own brochure states total regulatory assets under management of $29,872,072,116 as of December 31, 2025, confirmed directly against the fetched brochure text. New client Advisory Fee schedules are described only as a flat or declining marginal percentage ranging from 0.25% to 1.5%, with no dollar breakpoints published anywhere in the brochure; the same brochure separately states a 1.5% maximum Advisory Fee limit generally applied by Adviser, used here as the priced ceiling. An annual minimum Advisory Fee generally ranging from $5,000 to $20,000 (up to $50,000 for 401(k) plan clients) is also disclosed, but because only a range and not a single figure is stated, it is not applied here as a fixed floor.
The published maximum: 1.5% per year (For assets invested in certain strategies, currently Waverly Equity Strategies and Options Overlay Strategies, the brochure discloses an additional 0.25% annual percentage rate charged on top of the regular Advisory Fee. The schedule priced here is the standard percentage based Advisory Fee only, not this optional strategy add on.).
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% |
Waverly’s brochure describes its standard Advisory Fee only as a range, from a quarter of one percent up to one and a half percent, without publishing the underlying dollar breakpoints anywhere in the document; the same document elsewhere states a one and a half percent maximum Advisory Fee limit that Waverly generally applies. Because no computable breakpoint table exists, the one and a half percent figure is treated as the priced ceiling and applied to each balance shown. One caution on the $250,000 row: the same brochure says some clients are or may become subject to an annual minimum Advisory Fee generally ranging from $5,000 to $20,000, and in certain cases higher, and that minimums may be waived or reduced. The $3,750 shown at $250,000 is below the low end of that range. A client below about $333,333 ($5,000 divided by 1.5%) may therefore be billed the minimum fee instead of the percentage figure, so ask Waverly what minimum would apply before relying on that row.
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, Waverly Advisors’s own published maximum rate runs up to $7,500 a year.
Comparing Waverly Advisors against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A (August 19, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1056528
- SEC Investment Adviser Public Disclosure, Waverly Advisors, LLC (CRD #115332): https://adviserinfo.sec.gov/firm/summary/115332
- Waverly Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/115332/PDF/115332.pdf
Methodology. This page was built September 28, 2026, drawing on Waverly Advisors’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.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.
Thinking about leaving Waverly Advisors instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Is Waverly Advisors a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Waverly Advisors’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Waverly Advisors against other options? See Waverly Advisors alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.