Advisor Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“After gathering necessary information and with the discretion of the client and consent of the advisor, the firm may provide investment advice on an hourly basis at a negotiable rate, not exceeding $325 per hour.”

Flat or project fee

$1,500

“The firm charges a minimum fee of $1,500 for comprehensive financial planning engagements.”

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

How Advisor Financial Services, Inc. bills

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

• “This investment advisory fee is pro-rated and paid quarterly, in advance, based on the value of the assets as of 6:00 p.m.”
• “Percentages in A. and B. above are on an annual basis, billed quarterly in advance.”
• “New accounts are billed on a pro-rata basis and closed accounts will receive an automatic prorated refund of any unearned prepaid advisory fees, where applicable.”

How Advisor Financial Services, Inc.’s fees compare

• Its hourly rate of $325 is above the New York median of $300. 59% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.

About Advisor Financial Services, Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Insurance analysis
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$100 minimum fee (stated in brochure)

Clients

220

Employees

2

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$62,625,801

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

118537

Website

advisor.org (opens in new tab)

Phone

(518) 392-3400

Can advise clients in 3 states: Florida, New York, Virginia

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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