Alphanso fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$1,200⁠-⁠$7,200/yr

“Fees generally range from $1,200 to $7,200 annually and are charged on a flat-fee, subscription basis depending upon the Member's selected service level and individual needs.”

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

How Alphanso’s fees compare

• Its annual fee of $1,200-$7,200 spans the New York median of $6,250. 34% of the 80 other New York planners that publish an annual fee charge less.
• None of the 3 other planners in Rochester that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Alphanso

• Firm size: 11 employees.
• Founded: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, subscription fees, performance based fees

Charges a % of assets

No

Clients

20

Employees

11

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

324030

Website

twitter.com/Alphanso_AI (opens in new tab)

Phone

(682) 215-8684

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr
• Iconoclastic Capital Management LLCRochester$500⁠-⁠$10,000, $6,000/yr

Compare all 23 planners in Rochester