Clifford Alan Inc. fees
Financial planner in Webster, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 6, 2026, Clifford Alan Inc. (Webster, NY) charges a flat or project fee of $475-$1,950 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 6, 2026. Fees can change.
- Flat or project fee
- $475-
$1,950 Below the New York median of $5,025; 7% of the 121 other planners in New York that publish a flat or project fee charge less. The one other planner in Webster charges more.
“Financial Planning Services are offered based on a flat fee between $475 - $1950.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Clifford Alan Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The Client must consent in advance to direct debiting of their investment account.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 6, 2026
- CRD number
- 344225 (opens in new tab)
- Phone
- (315) 398-2245
Other planners in Webster that publish fees
- Capstone Investment Financial Group, LLCWebsterHourly $250/hr, Flat $300-$3,000
More planners in New York that publish fees
- Crescent Hill Partners LLCSaratoga SpringsFlat $5,000-$50,000
- Apollo Wealth Management, LLCLancasterHourly $100-$200/hr
- LEH Advisors LLCBrooklynHourly $500/hr, Annual $10,000/yr
- Arcanum Capital Management LLCSyossetFlat up to $5,000
- Granace Capital LLCNew York CityHourly $600/hr
- Boerum Hill Financial Advisors LLCBrooklynHourly $175-$300/hr, Annual up to $12,000/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Is something on this page wrong or out of date?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.