Financial Strategy Advisors, LLC fees
Financial planner in Bayside, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 21, 2026, Financial Strategy Advisors, LLC (Bayside, NY) charges a flat or project fee of $950 and an annual fee of $3,000-$25,000 for financial planning.
- Website: financialstrategyadvisors.com (opens in new tab)
- Call (646) 856-7680
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 21, 2026. Fees can change.
- Flat or project fee
- $950
Below the New York median of $5,025; 2% of the 121 other planners in New York that publish a flat or project fee charge less.
“The fee for the Financial Review is fixed at $950 and is payable in full at the onset of the engagement.”
- Annual fee
- $3,000-
$25,000/yr Runs from below the New York median of $6,875 to above it.
“The first year open retainer ranges from $3,000 to $25,000.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2014 (12 years)
How Financial Strategy Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have prepaid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “This fee is payable at the onset of the engagement.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees and annual planning fees
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of April 21, 2026
- CRD number
- 171743 (opens in new tab)
- Phone
- (646) 856-7680
More planners in New York that publish fees
- Highland Wealth Advisory LLCRochesterHourly $300/hr, Flat $100-$5,000
- Clarity Investments + Planning LLCMount KiscoHourly $300/hr, Flat $600-$4,000
- LTS Wealth ManagementSyracuseHourly $150-$300/hr
- Forteris Wealth Management, Inc.ArmonkHourly from $250/hr
- Rochester InvestmentsRochesterHourly $250/hr, Flat $2,500-$4,500
- JWK FinancialLong Island CityHourly $450-$600/hr, Flat $2,000-$10,000
Is something on this page wrong or out of date?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.