Even Keel Advisors 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.

Hourly rate

$290/hr

“Financial Planning engagements are offered at the rate of $290 per hour.”

Flat or project fee

$250⁠-⁠$12,000

“Fees for Project-Based Financial Planning can range between $250 and $12,000, depending on complexity and scope of the engagement, and may be negotiable in certain cases.”

Monthly fee

$400⁠-⁠$1,000/mo

“For Clients paying monthly, the ongoing fee is $400 - $1,000 per month.”

Quarterly fee

$1,200⁠-⁠$3,000/qtr

“For Clients paying quarterly, the ongoing fee is $1,200 - $3,000 per quarter.”

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

How Even Keel Advisors bills

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

• “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by electronic funds transfer, debit/credit card or check.”
• “Accounts initiated or terminated during a calendar quarter or month will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated 8 with written notice at least 30 calendar days in advance.”

How Even Keel Advisors’ fees compare

• Its hourly rate of $290 is below the New York median of $300. 44% of the 301 other New York planners that publish an hourly rate charge less.
• 3 of the 4 other planners in Saratoga Springs that publish an hourly rate charge less.
• Its flat or project fee of $250-$12,000 spans the New York median of $4,500. 70% of the 251 other New York planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Saratoga Springs that publish a flat or project fee charge less.

About Even Keel Advisors

• Principal: Jerome Mopsik
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College 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

Highest asset based fee in brochure

0.95% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

313728

Website

evenkeeladvisors.com (opens in new tab)

Phone

(518) 350-4913

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000
• Mcneill Capital, LLCSaratoga Springs$25⁠-⁠$875/hr, $525⁠-⁠$1,500/qtr

Compare all 16 planners in Saratoga Springs