Conrad Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$300/hr

“Additional services are billed at a rate of $150 to $300 per hour.”

Flat or project fee

$150⁠-⁠$300

“We charge an hourly fee ranging from $150 to $300 for financial planning services, which is negotiable depending on the scope and complexity of the plan, your situation, and your financial objectives.”

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

How Conrad Capital Management, Inc. bills

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

• “Please refer to the following paragraphs for information on our advisory fees, fee deduction arrangements, and refund policy according to each service we offer.”
• “Our annual money management/concierge fee is billed and payable quarterly in advance based on the value of your account on the last day of the previous quarter.”
• “Our advisory fee is sometimes negotiable, depending on individual client circumstances.”

How Conrad Capital Management, Inc.’s fees compare

• Its hourly rate of $150-$300 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $150-$300 is below the New York median of $4,500. None of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 2 other planners in Hauppauge that publish a flat or project fee charge less.

About Conrad Capital Management, Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2001 (25 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

132

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$90,669,924

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

113648

Website

conradcapital.com (opens in new tab)

Phone

(631) 439-7878

Can advise clients in 3 states: Florida, New Jersey, New York

Other planners in Hauppauge that publish fees

• CFM Advisors IncHauppauge$500⁠-⁠$2,500
• United Financial Planning Group LLCHauppauge$1,500⁠-⁠$15,000, $1,500⁠-⁠$5,000/qtr
• 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

Compare all 5 planners in Hauppauge