Clemons Financial Education Company fees and pricing

Financial planner in Fairport, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated August 7, 2026, Clemons Financial Education Company charges $250⁠-⁠$500 an hour and a flat or project fee of $1,500⁠-⁠$7,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 7, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“Financial Planning engagements are offered at an hourly rate between $250 and $500 per hour, depending on complexity.”
Flat or project fee
$1,500⁠-⁠$7,500
“The fixed fee can range between $1,500 and $7,500.”

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

How Clemons Financial Education Company bills

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

  • “The fee is negotiable, and is due at the start of the engagement.”
  • “Fees for this service may be paid by electronic funds transfer or check.”
  • “The fee may be negotiable in certain cases and is due at the completion of the engagement.”

How Clemons Financial Education Company’s fees compare

  • Its hourly rate of $250-$500 spans the New York median of $300. 69% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $1,500-$7,500 spans the New York median of $4,500. 49% of the 251 other New York planners that publish a flat or project fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Clemons Financial Education Company

  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees
Charges a % of assets
No
Employees
1
Services reported to regulators
Financial planning and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
341285
Website
clemonsfinancial.com (opens in new tab)
Phone
(585) 305-0505

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