Allsquare Wealth Management, LLC fees and pricing
Financial planner in Albany, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 4, 2026, Allsquare Wealth Management, LLC charges $100-$300 an hour and a flat or project fee of $500-$2,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$300/hr
“These fees are negotiable, but generally range from $500 to $2,000 on a fixed fee basis and/or from $100 to $300 on an hourly rate basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $500-$2,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Allsquare Wealth Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Generally, AllSquare Wealth requires one-half of the financial planning / consulting fee (estimated hourly or fixed) payable upon entering the written agreement.”
- “The balance is generally due upon delivery of the financial plan or completion of the agreed upon services.”
- “AllSquare Wealth’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by AllSquare Wealth on the last day of the previous quarter.”
How Allsquare Wealth Management, LLC’s fees compare
- Its hourly rate of $100-$300 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
- 1 of the 3 other planners in Albany that publish an hourly rate charge less.
- Its flat or project fee of $500-$2,000 is below the New York median of $4,500. 12% of the 251 other New York planners that publish a flat or project fee charge less.
- 1 of the 6 other planners in Albany that publish a flat or project fee charge less.
About Allsquare Wealth Management, LLC
“Firm Information Since August 2010, AllSquare Wealth has been providing integrated wealth management services to individuals, high net worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations.”
- Firm size: 5 employees.
- Registered as an adviser: 2010 (16 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- College planning
- 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
- 1.2% a year
- Clients
- 436
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $307,849,658
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 153591
- Phone
- (518) 456-8900
Can advise clients in 7 states: Arizona, Florida, Massachusetts, North Carolina, New York, South Carolina, Texas
Other planners in Albany that publish fees
- Albanyadvisor Group LLCAlbany$495
- 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.