Albanyadvisor Group LLC fees and pricing
Financial planner in Albany, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 9, 2026, Albanyadvisor Group LLC charges a flat or project fee of $495 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $495
“A financial plan is typically offered at $495.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Albanyadvisor Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “An annual review of the financial plan is billed $195.”
How Albanyadvisor Group LLC’s fees compare
- Its flat or project fee of $495 is below the New York median of $4,500. 2% of the 251 other New York planners that publish a flat or project fee charge less.
- None of the 6 other planners in Albany that publish a flat or project fee charge less.
About Albanyadvisor Group LLC
- Firm size: 6 employees.
- Registered as an adviser: 2021 (5 years).
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
- Clients
- 409
- Employees
- 6
- Works with
- Individuals, high net worth individuals, and state and local governments
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $302,795,621
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 316226
- Phone
- (518) 689-3577
Can advise clients in 7 states: California, Florida, Massachusetts, New Hampshire, New Jersey, New York, Texas
Other planners in Albany that publish fees
- Allsquare Wealth Management, LLCAlbany$100-$300/hr, $500-$2,000
- Arista Advisory Group, LLCAlbany$150-$295/hr, Up to $10,000
- Blue Jean Financial LLCAlbany$900-$50,000
- Eden Advisory Services, LLCAlbany$80-$300/hr, $1,000-$5,000
- Lahontan Capital LLCAlbany$500/hr, $6,000
- Mercury Financial AdvisorsAlbany$1,500, $4,000/yr
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.