Contessa Capital fees and pricing

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

According to its Form ADV Part 2A brochure dated March 23, 2026, Contessa Capital charges a quarterly fee of $1,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $1,000/qtr; “Stand Alone Financial Planning Service One Year Financial Fitness Program The One Year Financial Fitness Program is a 12-month commitment that entails an upfront charge of $1000 - $5,000 and an ongoing quarterly fee of $1000-1500 paid in arrears.”

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

“The annual fees are negotiable, prorated, and paid in arrears on a quarterly basis.”
“Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
“Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”

Principal: Alina Fisch
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFA.
Registered as an adviser: 2022 (4 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 7
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,666,868
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 319652
Phone: (212) 677-9376

Is something on this page wrong or out of date?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.