Ddo Advisory Services, LLC fees and pricing
Financial planner in Rhinebeck, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 26, 2026, Ddo Advisory Services, LLC charges $300 an hour 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
- $300/hr
“Our hourly rate for financial planning services is $300.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Ddo Advisory Services, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Otherwise, financial planning services are billed by the hour.”
- “Follow-up reminders, emails, and phone calls are not billed.”
- “The Advisor Fee (our firm’s fee) is negotiable.”
How Ddo Advisory Services, LLC’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
About Ddo Advisory Services, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Business owners
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 45
- 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 selecting other advisers
- Assets managed
- $26,833,352
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 154944
- Phone
- (646) 234-4881
Can advise clients in 2 states: New York, Rhode Island
Other planners in Rhinebeck that publish fees
- Moonbridge Financial Design, LLCRhinebeck$2,400-$12,000, $6,000/yr
- 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
Is something on this page wrong or out of date?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.