Affluence fees and pricing
Financial planner in Brooklyn, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 16, 2026, Affluence charges a monthly fee of $350-$550 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $350-$550/mo
“Membership Tier Creator Stage Affluence Foundation Emerging Creator (<$120k annual income) Monthly Membership Fee $350 / month Affluence Pro Affluence Reserve Scaling Creator ($120k–$600k annual income) Enterprise Creator ($600k+ annual income) $550 / month Price on Request Monthly membership fees are billed in…”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Affluence bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Clients may be assigned to a different tier as their income or service needs change, which will be communicated in advance.”
- “Our fee is based on a percentage of assets under management and is negotiable.”
About Affluence
“In addition to investment management and financial planning, Affluence supports clients across all facets of their professional and personal financial lives—functioning as a dedicated business manager who coordinates the full range of services a modern creator needs to build and protect their wealth.”
- Principal: Justin McBryan
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $238,084
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 339023
- Phone
- (203) 788-2332
Other planners in Brooklyn that publish fees
- Boerum Hill Financial Advisors LLCBrooklyn$175-$300/hr
- Bridge Capital ManagementBrooklyn$350-$500/hr, $1,000-$3,000
- Brooklyn Fi, LLCBrooklyn$500-$2,000/mo, $6,000-$24,000/yr
- Canny Capital Management, LLCBrooklyn$99/hr
- Civitas Management LLCBrooklyn$1,000-$10,000, $250-$2,500/mo
- Cobblestone Wealth AdvisorsBrooklyn$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.