CFM Advisors Inc fees and pricing
Financial planner in Hauppauge, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, CFM Advisors Inc charges a flat or project fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$2,500
“Our Financial Planning fees are calculated and charged on a fixed fee basis, typically ranging from $500 to $2,500, depending on the specific arrangement reached with the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How CFM Advisors Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon completion of the plan.”
How CFM Advisors Inc’s fees compare
- Its flat or project fee of $500-$2,500 is below the New York median of $4,500. 15% of the 251 other New York planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Hauppauge that publish a flat or project fee charge less.
About CFM Advisors Inc
- Firm size: 7 employees.
- Registered as an adviser: 1999 (27 years).
Planning areas mentioned in the brochure
- Cash flow and budgeting
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
- 3% a year
- Clients
- 199
- Employees
- 7
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $202,673,837
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 111581
- Phone
- (631) 657-2135
Can advise clients in 5 states: Connecticut, Maryland, New York, Pennsylvania, Texas
Other planners in Hauppauge that publish fees
- Conrad Capital Management, Inc.Hauppauge$150-$300/hr, $150-$300
- United Financial Planning Group LLCHauppauge$1,500-$15,000, $1,500-$5,000/qtr
- 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
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.