Broadpark Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Our hourly fees for ongoing portfolio management services are billed at our current rate of $250.00 per hour.”

Flat or project fee

$300

“These fees are billed quarterly, in arrears (i.e., a $1,200 fixed fee arrangement shall be billed $300.00 per calendar quarter).”

Annual fee

$600⁠-⁠$2,500/yr

“Our fixed fees for ongoing portfolio management services typically range from $600 - $2,500 per year.”

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

How Broadpark Advisors, LLC bills

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

• “These fees are billed and payable quarterly, in arrears, based on the average daily balance of your account during the billing period.”
• “If our portfolio management agreement is executed at any time other than the first day of a calendar quarter, our fee under this arrangement will apply only on a pro-rata basis.”
• “This means that our fee for the initial billing period shall be payable only in proportion to the number of days during the opening calendar quarter during which you are a client.”

How Broadpark Advisors, LLC’s fees compare

• Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
• 1 of the 4 other planners in Charlottesville that publish an hourly rate charge less.
• Its flat or project fee of $300 is below the Virginia median of $4,250. 2% of the 168 other Virginia planners that publish a flat or project fee charge less.
• None of the 4 other planners in Charlottesville that publish a flat or project fee charge less.
• Its annual fee of $600-$2,500 is below the Virginia median of $6,350. 16% of the 55 other Virginia planners that publish an annual fee charge less.
• 1 of the 2 other planners in Charlottesville that publish an annual fee charge less.

About Broadpark Advisors, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• 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

1% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$11,634,514

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

282929

Website

broadparkadvisors.com (opens in new tab)

Phone

(914) 666-0010

Can advise clients in 2 states: New York, Virginia

Other planners in Charlottesville that publish fees

• Aria Wealth PartnersCharlottesville$2,500⁠-⁠$10,000
• High Top Growth PartnersCharlottesville$500/hr, $10,000
• Marotta Wealth Management, Inc.Charlottesville$500/hr, $1,000/qtr
• Miller Asset Solutions LLCCharlottesville$1,000/yr
• Nicolette Financial Advisors LLCCharlottesville$150⁠-⁠$200/hr, $150/qtr
• Rede Wealth, LLCCharlottesvilleUp to $10,000/yr

Compare all 14 planners in Charlottesville