Dee-Ann R. Fox, CFP fees
Financial planner in New York City, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Dee-Ann R. Fox, CFP (New York City, NY) charges $275 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change.
- Hourly rate
- $275/hr
Below the New York City median of $350; 24% of the 41 other planners in New York City that publish an hourly rate charge less. Below the New York State median of $300; 41% of the 165 other planners in New York State charge less.
“I also provide consultations to clients at an hourly rate of $275/hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 1999 (27 years)
How Dee-Ann R. Fox, CFP bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Services may be terminated at any time and the client will be billed only for the work performed to that point.”
- “The actual amount of the refund can also be discussed and negotiated with the client.”
About Dee-Ann R. Fox, CFP
“I am a fee-only financial planner providing financial advice and plans to individuals since 1995 in New York, New York. I focus on providing financial planning services to individuals and couples through individual consultations.”
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Clients
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $35.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 23, 2026
- CRD number
- 126184 (opens in new tab)
- Phone
- (212) 877-3013
Other planners in New York City that publish fees
- Washington Square Capital Management LLCNew York CityFlat $1,000-$5,000
- Zik, LLCNew York CityHourly $150-$200/hr
- Contessa CapitalNew York CityQuarterly $1,000-$1,500/qtr
- Luesink Stenstrom FinancialNew York CityHourly up to $700/hr, Flat from $8,000
- Madison Asset Advisors, LLCNew York CityHourly $200/hr
- LexION Capital Management LPNew York CityHourly $1,000/hr
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.