Fagan Associates Inc fees and pricing

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

According to its Form ADV Part 2A brochure dated March 9, 2026, Fagan Associates Inc charges $400 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: $400/hr; “After information is obtained and at the discretion of the client and the consent of the advisor, FAI may also provide investment advice on an hourly basis at a negotiable rate of not more than $400 per hour.”

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

“Compensation – Investment Advisory Services For the vast majority of its clients, FAI levies a fee that is negotiable, as a percentage of assets under management with a minimum fee of $500.”
“This investment advisory fee shall be prorated and paid quarterly, in arrears, based upon the value of the assets on the last day of the previous quarter.”
“Clients may also elect to be invoiced directly for fees or to authorize FAI to directly debit fees from client accounts. 7 Accounts initiated or terminated during a calendar quarter will be charged a prorated fee.”

Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Minimum: $500 minimum fee (stated in brochure)
Clients: 1,763
Employees: 7
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $940,732,988
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107562
Website: linkedin.com/company/fagan-associates-inc (opens in new tab)
Phone: (518) 279-1044

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