Federmann Financial Advisors Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325⁠-⁠$400/hr

“Federmann Financial’s planning and consulting fees are negotiable, but generally range from $2,500 to $15,000 on a fixed fee basis, and from $325 to $400 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s). *Federmann Financial may,…”

Flat or project fee

$2,500⁠-⁠$15,000

From the same sentence as above.

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

How Federmann Financial Advisors Inc. bills

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

• “In the limited event that Federmann Financial bills the client directly, payment is due upon receipt of Federmann Financial’s invoice.”
• “Federmann Financial shall deduct fees and/or bill client quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”
• “Federmann Financial's annual investment advisory fee shall be prorated and paid quarterly, in advance, based upon the market value of the assets on the last business day of the previous quarter.”

How Federmann Financial Advisors Inc.’s fees compare

• Its hourly rate of $325-$400 is above the New York median of $300. 69% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$15,000 spans the New York median of $4,500. 81% of the 251 other New York planners that publish a flat or project fee charge less.

About Federmann Financial Advisors Inc.

• Firm size: 3 employees.
• Registered as an adviser: 2010 (16 years).

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

1.25% a year

Minimum

$2,500 minimum fee (stated in brochure)

Clients

58

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$108,153,527

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

129975

Website

fedadvisors.com (opens in new tab)

Phone

(631) 981-1904

Can advise clients in 2 states: Florida, New York

Other planners in New York that publish fees

• 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
• Acacia Grove Wealth ManagementSchenectady$300/hr

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