PlannerFees

Financial Spyglass® fees and pricing

Financial planner in Rye, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 11, 2026, Financial Spyglass® charges an annual fee of $20,000⁠-⁠$40,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee
$20,000⁠-⁠$40,000/yr
“Please review the fee and compensation information below Comprehensive Financial Planning and Investment Advisory Service (Outside Manager) Our standard fee for comprehensive financial planning and investment advisory service is a fixed annual fee of $20,000 - $40,000, paid monthly or quarterly based on the…”

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

How Financial Spyglass® bills

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

  • “The fee may be negotiable and the final agreed upon fee will be notated on the executed client contract.”
  • “Upon termination of any account, the fee will be prorated, and any unearned fee will be refunded to the client.”
  • “Fees for this service will be billed to the client directly by the tax service provider.”

How Financial Spyglass®’s fees compare

  • Its annual fee of $20,000-$40,000 is above the New York median of $6,250. 94% of the 80 other New York planners that publish an annual fee charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Financial Spyglass®

“Any needed updates will be implemented at that time In conjunction with our comprehensive financial planning service, we offer investment advisory services through use of third-party money managers (“Outside Managers” and “Sub-Advisers) for portfolio management services.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Louise Bryant
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees
Charges a % of assets
No
Clients
5
Employees
1
Works with
High net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$9,591,864
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
166378
Website
financialspyglass.com (opens in new tab)
Phone
(914) 921-6800

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