D'arcangelo Financial Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$250/hr

“While fees vary, based on the complexity of the project and the range of services we are retained to provide, our typical hourly rate ranges from $100 to $250 per hour.”

Flat or project fee

$1,800⁠-⁠$3,500

“Our fixed fees range from $1,800 to $3,500 for a complete plan, depending on the nature and complexity of each client’s circumstances.”

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

How D'arcangelo Financial Advisors, LLC bills

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

• “Depending on the size and complexity of the client’s accounts as well as services required, these fees may be negotiable.”
• “Management fees are billed in advance, at the beginning of each quarter, based upon the market value on the last day of the previous calendar quarter.”
• “Some accounts may be billed in arrears based upon a daily accrual of the management fee for the previous quarter.”

How D'arcangelo Financial Advisors, LLC’s fees compare

• Its hourly rate of $100-$250 is below the New York median of $300. 8% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $1,800-$3,500 is below the New York median of $4,500. 31% of the 251 other New York planners that publish a flat or project fee charge less.

About D'arcangelo Financial Advisors, LLC

• Firm size: 4 employees.
• Registered as an adviser: 1999 (27 years).

Planning areas mentioned in the brochure

• Retirement 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% a year

Employees

4

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, newsletters and publications, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

117833

Website

dfanys.com (opens in new tab)

Phone

(845) 473-8261

Can advise clients in 5 states: Connecticut, Florida, Massachusetts, New Jersey, New York

Other planners in Poughkeepsie that publish fees

• Marshall + Sterling Wealth Advisors, Inc.Poughkeepsie$500⁠-⁠$10,000
• 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

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