American Financial & Tax Strategies, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$660/hr

“These fees are largely determined by the scope and complexity of the agreed upon services: $660 on an hourly basis, and $2640 and up on a fixed fee basis, depending upon the level and scope of the services and the professional rendering the financial planning and/or the consulting services.”

Quarterly fee

$2,500/qtr

“The minimum quarterly fee is $2,500.”

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

How American Financial & Tax Strategies, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “American Financial & Tax Strategies charges either a negotiable hourly and/or fixed fee to provide clients with stand-alone financial planning or consulting services.”
• “Generally, American Financial & Tax Strategies requires one-half of the financial planning and/or consulting fee payable upon entering the written agreement.”
• “The balance is generally due upon delivery of the financial plan or completion of the agreed-upon services.”

How American Financial & Tax Strategies, Inc.’s fees compare

• Its hourly rate of $660 is above the New York median of $300. 94% of the 301 other New York planners that publish an hourly rate charge less.
• 62 of the 69 other planners in New York that publish an hourly rate charge less.

About American Financial & Tax Strategies, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 1993 (33 years).

Planning areas mentioned in the brochure

• Tax planning

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

Minimum

$2,500 minimum fee (stated in brochure)

Clients

185

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$279,394,820

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

115559

Website

theintelligentdecision.com (opens in new tab)

Phone

(212) 315-0345

Can advise clients in 8 states: California, Colorado, Florida, Georgia, New Jersey, New York, Texas, Virginia

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• American Centurion Financial LLCNew York$475/hr
• Amvoy WealthNew York$1,000⁠-⁠$20,000
• Arch Global Advisors, LLCNew York$1,500

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