Educated Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$500⁠-⁠$6,000

“Fixed fee rates range between $500 to $6,000.”

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

How Educated Financial Planning bills

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

• “The annual AUM fee is paid quarterly in arrears based on average daily balance of the Client’s account(s).”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How Educated Financial Planning’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$6,000 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.

About Educated Financial Planning

• Principal: Emily Maretsky
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

• Estate planning
• Business owners
• Cash flow and budgeting

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

Clients

26

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$6,606,472

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329045

Website

instagram.com/teacherfinancialplanner (opens in new tab)

Phone

(203) 415-0148

Other planners in Astoria that publish fees

• Angel Wealth AdvisorsAstoria$360/hr, $3,600⁠-⁠$25,000
• 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
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr

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