Castfirm Advisors LLC fees and pricing
Financial planner in Garden City, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 11, 2026, Castfirm Advisors LLC charges a flat or project fee of $250-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$1,000
“The negotiated fixed rate for creating client financial plans is between $250 and $1,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Castfirm Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of CAL's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of CAL’s fees, within five business days of signing the Financial Planning Agreement.”
How Castfirm Advisors LLC’s fees compare
- Its flat or project fee of $250-$1,000 is below the New York median of $4,500. 4% of the 251 other New York planners that publish a flat or project fee charge less.
- None of the 2 other planners in Garden City that publish a flat or project fee charge less.
About Castfirm Advisors LLC
- Firm size: 3 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 29
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $30,000,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327519
- Phone
- (516) 888-9986
Other planners in Garden City that publish fees
- Davidov Wealth Group, LLCGarden City$350-$600/hr
- Flynn Zito Capital Management, LLCGarden City$750/hr, $2,500-$10,000
- Hegarty Advisors, LLCGarden City$400/hr, $2,800
- Leslie Marie GiordanoGarden City$200/hr
- Navwell AdvisorsGarden City$200/hr, $3,000-$6,000/yr
- United Asset Strategies Inc.Garden City$150-$300/hr
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.