Abernathy Group II LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$750/hr

“Business Advisory Services are billed hourly at the rate of $750 per hour.”

Annual fee

$1,000/yr

“There is a minimum fee of $1,000 per year for Business Advisory Services and the client will be charged as specified in the signed client contract outlining the scope of the project and associated the fees and expenses.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Abernathy Group II LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees for the Family Office and Separately Managed Accounts are charged quarterly in advance based on the ending balance on the last day of the preceding calendar quarter.”
• “Fees for pension consulting and Family Office clients who receive business advisory services are billed quarterly in arrears based on the ending balance of the last day of the preceding calendar quarter.”
• “Clients may choose to have their fees directly debited or billed.”

How Abernathy Group II LLC’s fees compare

• Its hourly rate of $750 is above the New York median of $300. 96% of the 301 other New York planners that publish an hourly rate charge less.
• 65 of the 69 other planners in New York that publish an hourly rate charge less.
• Its annual fee of $1,000 is below the New York median of $6,250. 8% of the 80 other New York planners that publish an annual fee charge less.
• 1 of the 22 other planners in New York that publish an annual fee charge less.

About Abernathy Group II LLC

• Firm size: 4 employees.
• Founded: 2009 (17 years).

Planning areas mentioned in the brochure

• Retirement planning
• Business owners

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management, performance based fees

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Minimum

$1,000 minimum fee (stated in brochure)

Clients

33

Employees

4

Works with

Individuals, high net worth individuals, and pooled investment vehicles

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$80,196,208

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152401

Website

abernathygroupfamilyoffice.com (opens in new tab)

Phone

(212) 293-3499

Can advise clients in 8 states: California, Louisiana, New Jersey, New York, Oregon, Pennsylvania, Texas, Virginia

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