Bemrose Consulting, LLC fees and pricing

Financial planner in Patchogue, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2026, Bemrose Consulting, LLC charges $200 an hour for financial planning.

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; “Services are offered based on an hourly fee of $200 per hour.”

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

“Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
“New investments made during the quarter will be assessed and billed for the remainder of the quarter.”
“For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

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.

Principal: Will Fink
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP® and CPA.
Founded: 2024 (2 years).

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $7,100,054
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 336784
Website: bemrose-us.com (opens in new tab)
Phone: (631) 914-3502

Is something on this page wrong or out of date?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.