Canty Wealth Management fees and pricing
Financial planner in Ballston Spa, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 27, 2026, Canty Wealth Management charges $300 an hour and a flat or project fee of $1,000-$100,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“After information is obtained and at the discretion of the client and the consent of the advisor, CFM may also provide investment advice on an hourly basis at $300 per hour.”
- Flat or project fee
- $1,000-$100,000
“Compensation – Financial Planning Services For clients with less than $100,000 of assets under management, CFM charges a minimum fee of $1,000 for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Canty Wealth Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Compensation – Investment Advisory Services For the majority of its clients, CFM levies a fee that is negotiable, as a percentage of assets under management with a minimum fee of $500.”
- “This investment advisory fee shall be pro-rated and paid quarterly, in advance, based upon the value of the assets on the first day of the quarter.”
- “Calculation and Payment CFM will generally calculate fees in advance on a quarterly basis.”
How Canty Wealth Management’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $1,000-$100,000 spans the New York median of $4,500. 100% of the 251 other New York planners that publish a flat or project fee charge less.
About Canty Wealth Management
“Financial planning services may be comprehensive, or may focus on certain components.”
- Firm size: 5 employees.
- Founded: 1997 (29 years).
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 443
- Employees
- 5
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $253,972,909
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 118945
- Phone
- (518) 885-3230
Can advise clients in 3 states: Florida, Massachusetts, New York
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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