Fiduciary Management Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500⁠-⁠$1,000/hr

“On an hourly basis, ranging from $500 - $1,000 per hour, depending on the nature and complexity of each client's circumstances, as well as the FMG professional conducting the work.”

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

How Fiduciary Management Group, LLC bills

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

• “Fees are negotiable and are based on the requirements of the client and the complexity of the services provided.”
• “Fees are quarterly debited from the client's account and are charged in arrears.”
• “Fees can also be charged as a flat fee based on anticipated services and are billed in arrears and after the performance of the services has been rendered.”

How Fiduciary Management Group, LLC’s fees compare

• Its hourly rate of $500-$1,000 is above the New York median of $300. 96% of the 301 other New York planners that publish an hourly rate charge less.
• 65 of the 69 other planners in New York that publish an hourly rate charge less.

About Fiduciary Management Group, LLC

• Firm size: 2 employees.
• Founded: 2005 (21 years).

Planning areas mentioned in the brochure

• Estate planning
• 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

2% a year

Clients

52

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and other services

Assets managed

$70,731,701

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

136612

Website

fmgwealth.com (opens in new tab)

Phone

(212) 626-6581

Can advise clients in 2 states: New Jersey, New York

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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