PlannerFees

Ezana Capital Advisers, LLC fees and pricing

Financial planner in Brooklyn, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 23, 2019, Ezana Capital Advisers, LLC charges $300 an hour, a flat or project fee of $2,500⁠-⁠$5,000, and an annual fee of $5,000⁠-⁠$25,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 23, 2019. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The Advisor also offers an hourly fee of up to but not to exceed $300 per hour for advisory services which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
Flat or project fee
$2,500⁠-⁠$5,000
“Our fixed fees range between $2,500 - $5,000 and our hourly fee is $300.”
Annual fee
$5,000⁠-⁠$25,000/yr
“Open Retainer & Billing Options Annual Open Retainer: $5,000 - $25,000, the actual fee charged will be outlined in the signed advisory agreement.”

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

How Ezana Capital Advisers, LLC bills

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

  • “Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
  • “The period commences with the effective date of the Investment Advisory Agreement and continues on a pro-rata basis through the first month.”
  • “Fees in the first or last quarter of service may be prorated to the inception date of the account to the end of the quarterly period.”

How Ezana Capital Advisers, LLC’s fees compare

  • Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
  • 6 of the 14 other planners in Brooklyn that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$5,000 spans the New York median of $4,500. 46% of the 251 other New York planners that publish a flat or project fee charge less.
  • 7 of the 9 other planners in Brooklyn that publish a flat or project fee charge less.
  • Its annual fee of $5,000-$25,000 spans the New York median of $6,250. 76% of the 80 other New York planners that publish an annual fee charge less.
  • 2 of the 3 other planners in Brooklyn that publish an annual fee charge less.

About Ezana Capital Advisers, LLC

“Advisor specializes in providing holistic financial planning, financial consulting, and investment advisory services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Business owners
  • 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
0.55% 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, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
299451
Phone
(718) 916-1544

Other planners in Brooklyn that publish fees

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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.