Eagle's Crest Advisors, LLC fees and pricing

Financial planner in Huntington, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated September 22, 2026, Eagle's Crest Advisors, LLC charges $150⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150⁠-⁠$500/hr
“Financial Planning services on a standalone basis are billed on an hourly basis ranging between $150 and $500 per hour.”

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

How Eagle's Crest Advisors, LLC bills

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

  • “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
  • “Fees are negotiable, and may be higher or lower than this range, based on the nature of the account.”
  • “If you become a client during a billing cycle you will pay a management fee for the number of days left in that cycle.”

How Eagle's Crest Advisors, LLC’s fees compare

  • Its hourly rate of $150-$500 spans the New York median of $300. 59% of the 301 other New York planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Huntington that publish an hourly rate charge less.

About Eagle's Crest Advisors, LLC

“Eagle’s Crest provides personalized wealth management and financial planning services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Registered as an adviser: 2025.

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
Clients
60
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$125,918,243
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
335252
Phone
(646) 627-6030

Can advise clients in 2 states: Florida, New York

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