Calculated Financial Solutions, 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

$475/hr

“Hourly fees range from $475 per hour based upon the knowledge and experience of the individual providing the work.”

Flat or project fee

$2,500

“Total costs for financial plans, whether per hour or on a fixed basis, may range from $2,500 to as much as $7,500 or more.”

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

How Calculated Financial Solutions, LLC bills

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

• “Upon termination of any account, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”

How Calculated Financial Solutions, LLC’s fees compare

• Its hourly rate of $475 is above the New York median of $300. 81% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.

About Calculated Financial Solutions, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2006 (20 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Charitable giving

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

1.5% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

35

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$9,631,413

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

140028

Website

mkpacpa.com (opens in new tab)

Phone

(718) 336-8842

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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