PlannerFees

CSD Financial LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 26, 2026, CSD Financial LLC charges $400 an hour, a flat or project fee of $1,200, and an annual fee of $1,875 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“We also offer topic specific financial consulting services at an hourly rate of $400.”
Flat or project fee
$1,200
“We charge an initial planning fee of $1,200 for plan startup.”
Annual fee
$1,875/yr
“Our annual fee is charged on a fixed fee basis starting at $1,875.”

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

How CSD Financial LLC bills

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

  • “The onboarding fee is collected at the inception of the service and the annual recurring fee is payable on a monthly or quarterly basis, depending on the arrangement negotiated with the client.”
  • “Upon receipt of written notice of termination, you will receive a prorated refund of any unearned fees based on the percentage of work completed on the plan.”
  • “This fee is payable monthly in advance and is deducted directly from the Client’s account.”

How CSD Financial LLC’s fees compare

  • Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
  • 11 of the 14 other planners in Brooklyn that publish an hourly rate charge less.
  • Its flat or project fee of $1,200 is below the New York median of $4,500. 12% of the 251 other New York planners that publish a flat or project fee charge less.
  • 1 of the 9 other planners in Brooklyn that publish a flat or project fee charge less.
  • Its annual fee of $1,875 is below the New York median of $6,250. 11% of the 80 other New York planners that publish an annual fee charge less.
  • None of the 3 other planners in Brooklyn that publish an annual fee charge less.

About CSD Financial LLC

“With our goal-based financial planning, we will establish short and long-term goals to build a plan to help you meet them.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Founded: 2015 (11 years).

Planning areas mentioned in the brochure

  • 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
0.5% a year
Clients
125
Employees
3
Works with
Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators
Financial planning, pension consulting, and selecting other advisers
Assets managed
$28,762,712
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310948
Website
x.com/CSD_Financial (opens in new tab)
Phone
(718) 858-2233

Other planners in Brooklyn that publish fees

Compare all 31 planners in Brooklyn

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.