Bantam Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600⁠-⁠$2,000/hr

“Executives: $2,000/hour Specialists: $600/hour Investment Advisors: $300/hour Analysts: $250/hour Administrators: $90/hour Data Entry: $30/hour Almost all financial planning, consulting, and investment audit work will be done by Bantam’s Investment Advisors and Analysts.”

Annual fee

$8,000⁠-⁠$40,000/yr

“Bantam anticipates that CFO services will be priced in the $8,000 to $40,000 per year fixed fee range, depending on the complexity and service levels required.”

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

How Bantam Inc. bills

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

• “The fee is negotiable depending on the nature and BANTAM 2026 FORM ADV PART 2A 12 complexity of the account and services required.”
• “The management fee for the Risk Asset and Fixed Income Portfolios is billed in advance on a monthly basis, unless other arrangements are made.”
• “Clients may terminate the agreement without penalty for a full refund of Bantam's fees within five business days of signing the Investment Advisory Contract.”

How Bantam Inc.’s fees compare

• Its hourly rate of $600-$2,000 is above the New York median of $300. 100% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $8,000-$40,000 is above the New York median of $6,250. 88% of the 80 other New York planners that publish an annual fee charge less.

About Bantam Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Clients

3

Employees

1

Works with

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

$30,500,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288075

Website

podcasts.apple.com/us/podcast/the-bantam-podcast/id1437830908 (opens in new tab)

Phone

(845) 605-1007

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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