Beekman Financial Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The hourly rateis $250 per hour; billed in 15-minuteincrements, and apartial increment will betreated as a whole increment.”

Flat or project fee

$250⁠-⁠$10,000

“Financial Planning and Investment Consultation Services At our firm's discretion, we offer financial planning and investment consultation services on a fixed fee basis, generally rangingfrom $250 to $10,000.”

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

How Beekman Financial Planning LLC bills

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

• “These fees will be billed quarterly, in advance, per the following tables.”
• “The services to be provided to you and their specific fees will be detailed inyour engagement agreement.”
• “Our published fees may be discounted by our firm but they are not negotiable.”

How Beekman Financial Planning LLC’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 6 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $250-$10,000 spans the New York median of $4,500. 58% of the 251 other New York planners that publish a flat or project fee charge less.
• 23 of the 52 other planners in New York that publish a flat or project fee charge less.

About Beekman Financial Planning LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2012 (14 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

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

2% a year

Clients

14

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$8,461,655

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

166150

Website

findoc1.com (opens in new tab)

Phone

(212) 729-9244

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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