Crescent Hill Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 8, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$5,000⁠-⁠$50,000

“Depending upon the complexity of the situation and the needs of the client, the rate for client financial planning is between $5,000 and $50,000.”

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

How Crescent Hill Partners LLC bills

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

• “The PAM fee is charged quarterly in advance based upon the quarter ending market value of the account.”
• “Refunds are given on a prorated basis, based on the number of days remaining in a quarter at the point of termination.”
• “Fees that are collected in advance will be refunded based on the prorated amount of work completed up to the day of termination within the quarter terminated.”

How Crescent Hill Partners LLC’s fees compare

• Its flat or project fee of $5,000-$50,000 is above the New York median of $4,500. 98% of the 251 other New York planners that publish a flat or project fee charge less.
• 8 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Crescent Hill Partners LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning

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

183

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$298,756,272

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

166276

Phone

(866) 744-3705

Can advise clients in 10 states: California, Florida, Georgia, Louisiana, Massachusetts, Nebraska, New Hampshire, New Jersey, New York, Texas

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000
• Mcneill Capital, LLCSaratoga Springs$25⁠-⁠$875/hr, $525⁠-⁠$1,500/qtr

Compare all 16 planners in Saratoga Springs