Daniel Goldstein, CFP fees and pricing

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

According to its Form ADV Part 2A brochure dated March 19, 2026, Daniel Goldstein, CFP charges $225 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

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

“Fees are billed quarterly at one-quarter (1/4) of the annual rate for the preceding quarter and are payable at that time.”
“Clients may chose to be billed for fees incurred and to pay those fees directly.”
“Contracts may be canceled at any time and a pro-rata bill for unpaid fees will be generated.”

Its hourly rate of $225 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.

Principal: Daniel Goldstein
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2004 (22 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 72
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $50,680,161
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 130943
Phone: (631) 757-9258

Is something on this page wrong or out of date?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.