Fealty Group LLC fees and pricing

Firm size: 2 employees.
Registered as an adviser: 2023 (3 years).

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

According to its Form ADV Part 2A brochure dated March 31, 2026, Fealty Group LLC charges $150 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

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

“The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
“Clients may terminate the agreement without penalty, for a full refund of FGL’s fees, within five business days of signing the Financial Planning Agreement.”
“Fees are paid in advance based on the estimated hours 6 required to complete the financial plan.”

Its hourly rate of $150 is below the New York median of $300. 3% 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: 2% a year
Clients: 25
Employees: 2
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,959,963
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 324957
Website: fealtygroup.com (opens in new tab)
Phone: (716) 478-9735

Is something on this page wrong or out of date?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.