Complete Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“The Advisor will calculate the fixed fee for these services by multiplying an hourly rate of $500 by the estimated hours needed to deliver the contracted services.”

Flat or project fee

$5,000

“Complete Advisors will charge a fixed fee for comprehensive financial planning services of $5,000 per plan as contracted with client.”

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

How Complete Advisors bills

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

• “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
• “Fixed fee-based clients are billed $2,500 upon signing of the agreement, and the remainder on delivery of the plan.”
• “The fixed fee will be billed one-half on project initiation with the remaining half due on completion of the project.”

How Complete Advisors’ fees compare

• Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.

About Complete Advisors

• Firm size: 5 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

16

Employees

5

Works with

High net worth individuals and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services

Assets managed

$84,185,767

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

307127

Website

completeadvisors.com (opens in new tab)

Phone

(516) 240-6161

Other planners in Valley Stream that publish fees

• Anglia AdvisorsValley Stream$299/hr
• 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

Compare all 705 planners in New York