Crystal Brook Advisors 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.

Flat or project fee

$250⁠-⁠$5,000

“The fee ranges from $250 to $5,000 per plan, and is determined by the complexity of the engagement, time involved developing the plan, number of accounts involved, etc.”

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

How Crystal Brook Advisors bills

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

• “Engagements lasting more than 30 days may be billed at the end of each month for time incurred during that period.”
• “Fees for investment supervisory services are assessed an annualized asset-based fee that is paid quarterly, in arrears, per the following table.”
• “We will inform the client in advance whether a third-party investment manager(s) will allow for account aggregation for the purpose of fee discounts.”

How Crystal Brook Advisors’ fees compare

• Its flat or project fee of $250-$5,000 spans the New York median of $4,500. 30% of the 251 other New York planners that publish a flat or project fee charge less.

About Crystal Brook Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®, EA, and ChFC®.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• 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

2.75% a year

Clients

48

Employees

1

Works with

Individuals, pension and profit sharing plans, and charities

Services reported to regulators

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

Assets managed

$19,027,636

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172315

Website

instagram.com/crystalbrookadvisors/?hl=en (opens in new tab)

Phone

(631) 828-6488

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

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