Donnelly Financial Services fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200/hr

“Services are offered based on an hourly fee of $200 per hour, with a three hour minimum.”

Annual fee

$4,500⁠-⁠$9,500/yr

“Fees for ongoing Financial Planning Services are offered based on a flat fee of $4,500 - $9,500 per year based on complexity and unique Client needs.”

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

How Donnelly Financial Services bills

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

• “Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Investment management fees are generally directly debited in arrears on a monthly basis from client accounts.”

How Donnelly Financial Services’ fees compare

• Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $4,500-$9,500 spans the New York median of $6,250. 56% of the 80 other New York planners that publish an annual fee charge less.

About Donnelly Financial Services

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

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

1.5% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$19,694,777

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

312845

Website

youtube.com/channel/UCMxshxthXiww30ZDlcEd_Jw (opens in new tab)

Phone

(570) 309-8856

Can advise clients in 2 states: New York, Pennsylvania

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

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