Cornell Pochily Investment Advisors, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$350/hr

“These fees generally range from $100 to $10,000 on a fixed fee basis and/or from $150 to $350 on an hourly rate basis, depending upon the level and scope of the investment services.”

Flat or project fee

$100⁠-⁠$10,000

From the same sentence as above.

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

How Cornell Pochily Investment Advisors, Inc. bills

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

• “Cornell Pochily’s annual fee is prorated and charged quarterly, in advance, based upon the market value of the assets being managed by Cornell Pochily on the last day of the previous quarter.”
• “The annual fee is prorated and charged quarterly, in advance.”
• “Cornell Pochily may require up to one-half of the financial planning/consulting fee for fixed fee or hourly fee engagements payable upon entering the written agreement.”

How Cornell Pochily Investment Advisors, Inc.’s fees compare

• Its hourly rate of $150-$350 spans the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 2 other planners in Ithaca that publish an hourly rate charge less.
• Its flat or project fee of $100-$10,000 spans the New York median of $4,500. 57% of the 251 other New York planners that publish a flat or project fee charge less.

About Cornell Pochily Investment Advisors, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2007 (19 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

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

1.25% a year

Clients

549

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

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

Assets managed

$654,434,441

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145355

Website

cornellpochily.com (opens in new tab)

Phone

(607) 391-7080

Can advise clients in 12 states: California, Florida, Massachusetts, Maryland, North Carolina, Nebraska, New Hampshire, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Ithaca that publish fees

• Anchor Capital Management, LLCIthaca$300/hr
• S Conway Consulting, LLCIthaca$300/hr, $2,400
• 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 4 planners in Ithaca