Diamond Nestegg fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$750/hr

“Our rate is $750 per hour, with a six-hour minimum, and we then bill in 15-minute increments thereafter.”

Flat or project fee

$25,000

“Clients preferring a project-based financial plan are assessed $25,000 over a four-month period.”

Annual fee

$12,000/yr

“The fee for this service is $12,000 per year; paid in equal quarterly installments, in arrears, and due within the first 10 calendar days of the next quarter.”

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

How Diamond Nestegg bills

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

• “Our published fees are negotiable, and we may waive or discount our fees for our associates, their family members, and other relationships, as well as on certain occasions, as determined by firm management.”
• “Fees are to be paid to our firm by check or draft from US-based financial institutions.”
• “Payment requests for our advisory fees will be preceded by our invoice.”

How Diamond Nestegg’s fees compare

• Its hourly rate of $750 is above the New York median of $300. 96% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Scarsdale that publish an hourly rate charge less.
• Its flat or project fee of $25,000 is above the New York median of $4,500. 95% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Scarsdale that publish a flat or project fee charge less.
• Its annual fee of $12,000 is above the New York median of $6,250. 73% of the 80 other New York planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Diamond Nestegg

• Firm size: 4 employees.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College planning
• Equity compensation
• Cash flow and budgeting
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

4

Services reported to regulators

Financial planning, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

322780

Website

diamondnestegg.com (opens in new tab)

Phone

(917) 858-3278

Other planners in Scarsdale that publish fees

• Financial Advisory NetworkScarsdale$300/hr, $2,000⁠-⁠$5,000
• Investry, LLCScarsdale$400/hr, $5,000⁠-⁠$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

Compare all 3 planners in Scarsdale