Financial Planning Center fees and pricing
Financial planner in Amherst, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2023, Financial Planning Center charges $125-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2023. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $125-$250/hr
“Individual or business financial planning is provided at $125 to $250 per hour (non-negotiable), depending on the services provided, which is payable immediately upon completion of service with no refunds provided for work completed.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Financial Planning Center’s fees compare
- Its hourly rate of $125-$250 is below the New York median of $300. 10% of the 301 other New York planners that publish an hourly rate charge less.
- None of the 2 other planners in Amherst that publish an hourly rate charge less.
About Financial Planning Center
“The Financial Planning Center (hereafter “FPC”), is a fee-based investment adviser that offers two types of advisory services: Portfolio Management Services and Financial Planning Services. We focus on providing financial planning and investment management services to the middle class.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Equity compensation
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2.5% a year
- Clients
- 72
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $19,445,245
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148660
- Phone
- (716) 240-4304
Other planners in Amherst that publish fees
- Orchestral Financial Group Inc.Amherst$125-$300/hr, $1,500-$10,000
- Triple Play Planning, LLCAmherst$250/hr, $1,000-$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.