Allegory Advisory fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated June 23, 2026, Allegory Advisory charges $240 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $240/hr
“Method of Compensation and Fee Schedule Financial Planning and Investment Consultation Services Fees Our firm is compensated for its financial planning and investment consultation services based on an hourly rate of $240 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allegory Advisory bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Engagements lasting more than 30 days may be billed at the end of each month for time incurred during that period.”
- “Our published fees are not negotiable, but we may discount accounts for our associates, their family members, as well as pre-existing client relationships.”
- “Payment is made by check or bank draft, and we will allow automated payment via an unaffiliated, qualified processor.”
How Allegory Advisory’s fees compare
- Its hourly rate of $240 is below the New York median of $300. 24% of the 301 other New York planners that publish an hourly rate charge less.
- 5 of the 69 other planners in New York that publish an hourly rate charge less.
About Allegory Advisory
“Offered Allegory Advisory offers financial planning and portfolio management services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.5% a year
- Clients
- 30
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $34,589,657
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173871
- Phone
- (212) 572-4804
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
- Arch Global Advisors, LLCNew York$1,500
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.