Arista Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$295/hr

“The negotiated hourly fee for these services is between $150 and $295.”

Flat or project fee

Up to $10,000

“The negotiated fixed rate for creating client financial plans is between $0 and $10,000.”

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

How Arista Advisory Group, LLC bills

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

• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty for a full refund of AAG's fees within five business days of signing the Investment Advisory Contract.”
• “These fees are generally negotiable and the final fee schedule is attached as Exhibit II of the pension consulting agreement.”

How Arista Advisory Group, LLC’s fees compare

• Its hourly rate of $150-$295 is below the New York median of $300. 20% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Albany that publish an hourly rate charge less.
• Its flat or project fee of up to $10,000 spans the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
• 4 of the 6 other planners in Albany that publish a flat or project fee charge less.

About Arista Advisory Group, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and EA.
• Registered as an adviser: 2016 (10 years).

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

0.25% a year

Clients

222

Employees

3

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$143,681,257

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285722

Website

aristaadv.com (opens in new tab)

Phone

(518) 464-0319

Can advise clients in 11 states: California, Connecticut, Florida, Hawaii, Louisiana, Massachusetts, New Jersey, New York, Pennsylvania, Texas, Washington

Other planners in Albany that publish fees

• Albanyadvisor Group LLCAlbany$495
• Allsquare Wealth Management, LLCAlbany$100⁠-⁠$300/hr, $500⁠-⁠$2,000
• 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

Compare all 13 planners in Albany