Financial Advisory Network fees and pricing
Financial planner in Scarsdale, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, Financial Advisory Network charges $300 an hour and a flat or project fee of $2,000-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“-CONSULTING The fees for consulting services will be calculated based on an hourly charge of $300 per hour depending on the nature and complexity of the individual client's personal circumstances.”
- Flat or project fee
- $2,000-$5,000
“Fees for financial planning service will typically range from $2000 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Advisory Network bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Portfolio management clients are billed quarterly in arrears.”
- “Under certain situations, fees may be negotiable.”
- “Financial Advisory Network may require a retainer to be paid at the time the client enters into the financial planning agreement, with the balance due and payable at the time the financial plan is delivered to the client.”
How Financial Advisory Network’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- None of the 2 other planners in Scarsdale that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$5,000 spans the New York median of $4,500. 44% of the 251 other New York planners that publish a flat or project fee charge less.
- None of the 2 other planners in Scarsdale that publish a flat or project fee charge less.
About Financial Advisory Network
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1998 (28 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
- 1.5% a year
- Minimum
- No minimum stated in brochure
- Clients
- 34
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119987
- Phone
- (914) 725-8790
Other planners in Scarsdale that publish fees
- Diamond NesteggScarsdale$750/hr, $25,000
- Investry, LLCScarsdale$400/hr, $5,000-$10,000
- 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
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.