# Safir Wealth Advisors, LLC

> Safir Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 285848
- Filed as: SAFIR WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/285848
- AdvisorCensus page: https://advisorcensus.com/firm/safir-wealth-advisors-llc-285848

## Quick answers

**How is Safir Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Safir Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Safir Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Hourly rate: $350 an hour (stand-alone financial planning services); Flat fee: $2,000 to $10,000 (stand-alone financial planning services); Subscription: $6,000 to $12,000 a year (ongoing retainer fees). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Safir Wealth Advisors, LLC registered with the SEC or a state?**
Safir Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 285848.

**How much does Safir Wealth Advisors, LLC manage?**
Safir Wealth Advisors, LLC reports $198,182,483 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**How have Safir Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for Safir Wealth Advisors, LLC: Regulatory assets under management: $128,443,181 in the October 2021 data and $198,182,483 in the October 2026 data, up 54%. Total employees: 2 in October 2021 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Safir Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (49); individuals (other than high net worth individuals) (18).

**Which custodians does Safir Wealth Advisors, LLC use?**
Safir Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Safir Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/285848

**Does Safir Wealth Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "SWA generally does not impose a minimum account size for establishing a relationship."

**What changed in Safir Wealth Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $176,459,718 to $198,182,483 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Account minimum: None

> SWA generally does not impose a minimum account size for establishing a relationship.

- Hourly rate: $350 an hour (stand-alone financial planning services)

> When a Client engages SWA for stand-alone financial planning services, fees are either on an hourly basis, for a fixed fee, or on an ongoing retainer. Hourly fees are charged at a fixed hourly rate of $350.

- Flat fee: $2,000 to $10,000 (stand-alone financial planning services)

> Fixed fees range from $2,000 to $10,000. Ongoing retainer fees range from $6,000 to $12,000 annually.

- Subscription: $6,000 to $12,000 a year (ongoing retainer fees)

> Fixed fees range from $2,000 to $10,000. Ongoing retainer fees range from $6,000 to $12,000 annually.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $198,182,483
- Discretionary: $198,182,483
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $9,062,408 |
| High net worth individuals | 49 | $189,120,075 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (9 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, MA, NH, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- safiradvisors.com
- LinkedIn @safiradvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $128,443,181 | 2 | February 12, 2021 |
| October 2022 | $148,989,267 | 2 | February 10, 2022 |
| October 2023 | $126,237,325 | 2 | February 6, 2023 |
| October 2024 | $141,742,042 | 2 | January 23, 2024 |
| October 2025 | $176,459,718 | 2 | January 15, 2025 |
| October 2026 | $198,182,483 | 2 | January 30, 2026 |

Regulatory assets under management: $128,443,181 in the October 2021 data and $198,182,483 in the October 2026 data, up 54%.
Total employees: 2 in October 2021 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $176,459,718 to $198,182,483 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Safir Wealth Advisors, LLC (CRD 285848): Form ADV filing data as of October 2026.