FLFS Advisory LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 30, 2026, FLFS Advisory LLC charges $250⁠-⁠$1,500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250⁠-⁠$1,500/hr; “Consulting fees are paid on an hourly basis ranging from $250 to $1,500 per hour depending on the complexity of the work to be performed, the scope of the services provided, and the client’s unique financial situation.”

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

“Fees will be paid quarterly, in advance, and are calculated based on the market value of a client’s assets as of the last day in the previous billing period.”
“For accounts custodied at LPL Financial, the advisory fee is paid quarterly, in advance, and the value used for the fee calculation is the net value as of the last market day of the previous quarter, including any cash in the client’s account.”
“The performance based fee is billed and accrued monthly but paid quarterly in arrears in accordance with the specific fee structure disclosed in the client’s advisory agreement.”

Its hourly rate of $250-$1,500 spans the New York median of $300. 98% of the 301 other New York planners that publish an hourly rate charge less.
2 of the 2 other planners in Victor that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management, performance based fees
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Clients: 194
Employees: 5
Works with: Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $161,497,846
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 334771
Website: fingerlakesfinancialservicesinc.com (opens in new tab)
Phone: (585) 586-2600

Can advise clients in 2 states: New Hampshire, New York

Is something on this page wrong or out of date?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.