Eagle Tax Planning & Advisory Group.llc fees and pricing
Financial planner in Ozone Park, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 9, 2026, Eagle Tax Planning & Advisory Group.llc charges $175 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $175/hr
“The hourly rate for limited scope engagements is $175.00.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Eagle Tax Planning & Advisory Group.llc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The minimum annual fee is $400.00 and is NEGOTIABLE.”
- “At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
- “The fee range is $650 to $5000 and is NEGOTIABLE Some Retainer Agreements may be priced based on the complexity of work, especially when asset management is not the most significant part of the relationship.”
How Eagle Tax Planning & Advisory Group.llc’s fees compare
- Its hourly rate of $175 is below the New York median of $300. 8% of the 301 other New York planners that publish an hourly rate charge less.
About Eagle Tax Planning & Advisory Group.llc
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: EA and ChFC®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Tax planning
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
- Minimum
- $400 minimum fee (stated in brochure)
- Clients
- 81
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Assets managed
- $6,980,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124875
- Phone
- (718) 441-7011
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
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.