Financial Decisions, LLC fees and pricing

Financial planner in New York, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 20, 2026, Financial Decisions, LLC charges $125⁠-⁠$925 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $125⁠-⁠$925/hr; “Financial Decisions’ planning and consulting fees are negotiable, but generally range from $17,500.00 to $50,000.00 on a minimum fixed fee basis, and from $125.00 to $925.00 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

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

“The client can determine to engage Financial Decisions to provide discretionary and/or non-discretionary investment advisory services on a negotiable fee basis.”
“In the limited event that Financial Decisions bills the client directly, payment is due upon receipt of Financial Decisions’ invoice.”
“Financial Decisions shall deduct fees and/or bill clients quarterly in advance, based upon the market value of the assets on the last business day of the previous quarter.”

Its hourly rate of $125-$925 spans the New York median of $300. 90% of the 301 other New York planners that publish an hourly rate charge less.
55 of the 69 other planners in New York that publish an hourly rate charge less.

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% a year
Clients: 136
Employees: 8
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, and other services
Assets managed: $327,661,532
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 107755
Website: findec.net (opens in new tab)
Phone: (212) 920-3470

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