Atwob fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“AtwoB offers financial planning services on an hourly basis at $200 per hour or on a fixed fee basis ranging from $500 to $5,000, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”

Flat or project fee

$500⁠-⁠$5,000

From the same sentence as above.

Monthly fee

$75/mo

“Clients who have engaged the Advisor for Investment management services may be charged a reduced fee, as low as $75 a month, at the discretion of the Advisor.”

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

How Atwob bills

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

• “Fees for Advisory Services Investment Management Services Investment advisory fees are paid monthly in arrears, at the end of each month, pursuant to the terms of the investment advisory agreement.”
• “Since the asset-based fee is determined by average daily account balance, if assets are deposited into or withdrawn from an account, the base fee payable with respect to such assets is adjusted accordingly.”
• “Client account[s] implemented through Independent Manager[s] will be billed in accordance to the separate agreement[s] with the respective parties.”

How Atwob’s fees compare

• Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.

About Atwob

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CFA.
• Founded: 2014 (12 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

1% a year

Clients

97

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$113,875,858

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

172961

Website

today2b.com (opens in new tab)

Phone

(914) 302-3233

Can advise clients in 5 states: California, Florida, New Jersey, New York, Texas

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

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