Canny Capital Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 13, 2026, Canny Capital Management, LLC charges $99 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $99/hr; “Hourly financial planning services are offered at $99/hour with a minimum engagement of two (2) hours.”

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

“Fees are deducted in arrears on a monthly basis.”
“If there are not sufficient funds in the account for the amount owed, I will send an invoice to the client requesting payment within 30 days.”

Its hourly rate of $99 is below the New York median of $300. None of the 301 other New York planners that publish an hourly rate charge less.
None of the 14 other planners in Brooklyn that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2015 (11 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: No minimum stated in brochure
Clients: 29
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $4,559,773
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 169225
Website: cannycm.com (opens in new tab)
Phone: (347) 365-8105

Can advise clients in 2 states: Maryland, New York

Is something on this page wrong or out of date?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