Comberiate, Leonard B. fees and pricing
Financial planner in Ossining, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 25, 2019, Comberiate, Leonard B. charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2019. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“The fees are $100 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Comberiate, Leonard B. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Service fees are billed to clients by invoice on a quarterly basis.”
- “Fees are not required to be paid in advance but on quarterly basis after services are performed.”
How Comberiate, Leonard B.’s fees compare
- Its hourly rate of $100 is below the New York median of $300. 1% of the 301 other New York planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Comberiate, Leonard B.
“In addition, services include comprehensive personal financial planning that help clients establish and meet their personal financial planning goals and objectives including retirement planning, risk management, estate planning, tax planning, investments, and cash management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 3
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 300075
- Phone
- (914) 456-1815
Other planners in New York that publish fees
- 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
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$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.