Anglia Advisors fees and pricing
Financial planner in Valley Stream, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 18, 2026, Anglia Advisors charges $299 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $299/hr
“Anglia Advisors Form ADV Part 2 - 20250101 fi fi fi fi fi fi fi fi fl fi fi fi Page 9 of 35 Per Hour Financial Planning The Foundational Hourly Rate is $299.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Anglia Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for the rst two hours will be invoiced for as a down-payment immediately upon execution of the client engagement agreement and is payable in full upon receipt before any analysis or tasks can be undertaken by the Firm.”
- “This amount will be applied as a credit to future invoices.”
- “Reactivated hours will be charged at the prevailing Foundational or Ongoing Hourly Rate at the time of reactivation, depending on how many hours have been invoiced for up to that point.”
How Anglia Advisors’ fees compare
- Its hourly rate of $299 is below the New York median of $300. 44% of the 301 other New York planners that publish an hourly rate charge less.
About Anglia Advisors
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Estate 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
- Clients
- 110
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $39,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 282832
- Phone
- (646) 286-0290
Other planners in Valley Stream that publish fees
- Complete AdvisorsValley Stream$500/hr, $5,000
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
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.