DR. Jeff Finance, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$9,000

“Financial Plan Creation without investment management The fee for development of a financial plan will range between $3,000–$9,000, depending on the Client’s needs and the complexity of the Client’s financial situation.”

Monthly fee

$250⁠-⁠$3,000/mo

“Ongoing Financial Planning without investment management Ongoing Financial Planning consists of an upfront charge of $3,00–$10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $250–$3,000 per month, and may be negotiable in certain cases.”

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

How DR. Jeff Finance, LLC bills

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

• “These fees may be negotiable in certain cases and are prorated and paid in arrears on a monthly basis.”
• “Advisory fees can be directly debited from Client accounts, or the Client may choose to be billed and pay by electronic funds transfer or check.”
• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How DR. Jeff Finance, LLC’s fees compare

• Its flat or project fee of $3,000-$9,000 spans the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.

About DR. Jeff Finance, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Estate planning
• College planning
• Physicians and dentists
• Business owners
• Cash flow and budgeting
• Charitable giving

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% a year

Employees

1

Services reported to regulators

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

Assets managed

$3,983,517

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

330181

Website

drjefffinance.com (opens in new tab)

Phone

(914) 433-4864

Other planners in Rye Brook that publish fees

• Beacon Financial AdvisorsRye Brook$1,000/hr
• Garrison Phillips, LLCRye Brook$300⁠-⁠$500/hr, $1,000⁠-⁠$7,500
• Meyer Handelman Company LLCRye Brook$10,000/yr
• Navis Wealth Advisors LLCRye Brook$650/hr

Compare all 6 planners in Rye Brook