Circle Advisers Inc fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 24, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$500/hr

“Registrant’s planning and consulting fees are negotiable, but generally range from $2,500 to $6,000 on a fixed fee basis, and from $125 to $500 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$2,500⁠-⁠$6,000

From the same sentence as above.

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

How Circle Advisers Inc bills

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

• “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
• “The Registrant shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Registrant's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Circle Advisers Inc’s fees compare

• Its hourly rate of $125-$500 spans the New York median of $300. 58% of the 301 other New York planners that publish an hourly rate charge less.
• 25 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$6,000 spans the New York median of $4,500. 48% of the 251 other New York planners that publish a flat or project fee charge less.
• 15 of the 52 other planners in New York that publish a flat or project fee charge less.

About Circle Advisers Inc

• Firm size: 8 employees.
• Registered as an adviser: 1983 (43 years).

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

Clients

348

Employees

8

Works with

High net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$868,162,745

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

110818

Website

cadvinc.com (opens in new tab)

Phone

(212) 885-4200

Can advise clients in 13 states: California, Colorado, Connecticut, Florida, Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia, Vermont

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

Compare all 184 planners in New York