Fiduciary First Advising, LLC fees and pricing
Financial planner in Rochester, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 29, 2026, Fiduciary First Advising, LLC charges $200-$300 an hour and an annual fee of $1,500-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Hourly rates range between $200-$300 per hour, depending on complexity.”
- Annual fee
- $1,500-$12,000/yr
“Fees are paid quarterly in advance, ranging from $1,500 to $12,000 annually.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fiduciary First Advising, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual fees are paid in arrears on a quarterly basis and may be negotiable at the discretion of FFA.”
- “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Fiduciary First Advising, LLC’s fees compare
- Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
- 2 of the 8 other planners in Rochester that publish an hourly rate charge less.
- Its annual fee of $1,500-$12,000 spans the New York median of $6,250. 55% of the 80 other New York planners that publish an annual fee charge less.
- 3 of the 3 other planners in Rochester that publish an annual fee charge less.
About Fiduciary First Advising, LLC
- Principal: Christopher Coleman
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2022 (4 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
- 1.5% a year
- Clients
- 44
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $19,663,186
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 317659
- Phone
- (585) 330-8031
Other planners in Rochester that publish fees
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- AlphansoRochester$1,200-$7,200/yr
- Elevation Investment ConsultingRochester$500-$2,000
- Highland Wealth Advisory LLCRochester$300/hr, $100-$5,000
- Howe and Rusling, Inc.Rochester$1,500/qtr
- Iconoclastic Capital Management LLCRochester$500-$10,000, $6,000/yr
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.