Carissima Capital LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Carissima Capital’s hourly charge per hour is $250.”

Flat or project fee

$5,000

“Financial planning services may be provided on a fee basis, based on either an hourly charge or on a pre-established fixed fee of $5,000, as agreed to by Carissima Capital and the client.”

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

How Carissima Capital LLC bills

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

• “Fees are negotiable and the minimum fee may, at the discretion of Carissima Capital, be waived.”
• “General Information on Fees Investment advisory, co-advisory, and unaffiliated fund service fees, as applicable to a particular client, are billed quarterly in arrears and typically directly debited from client custodial accounts.”

How Carissima Capital LLC’s fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.

About Carissima Capital LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

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

Minimum

$500,000 in assets (stated in brochure)

Clients

8

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$4,522,198

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

331292

Website

carissimacapital.com (opens in new tab)

Phone

(518) 573-9703

Other planners in Troy that publish fees

• Fagan Associates IncTroy$400/hr
• 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

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