PlannerFees

Flynn Zito Capital Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated February 25, 2026, Flynn Zito Capital Management, LLC charges $750 an hour and a flat or project fee of $2,500⁠-⁠$10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$750/hr
“The maximum hourly fee to be charged will not exceed $750.”
Flat or project fee
$2,500⁠-⁠$10,000
“Our flat fees range from $2,500 to $10,000.”

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

How Flynn Zito Capital Management, LLC bills

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

  • “Fees are billed on a pro-rata basis quarterly in advance ADV Part 2A – Firm Brochure Page 7 Flynn Zito Capital Management, LLC based on the value of the account(s) on the last day of the previous quarter.”
  • “Our firm bills on cash and cash equivalents.”
  • “Fees are negotiable and will be deducted from the account(s).”

How Flynn Zito Capital Management, LLC’s fees compare

  • Its hourly rate of $750 is above the New York median of $300. 96% of the 301 other New York planners that publish an hourly rate charge less.
  • 6 of the 6 other planners in Garden City that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the New York median of $4,500. 71% of the 251 other New York planners that publish a flat or project fee charge less.
  • 2 of the 2 other planners in Garden City that publish a flat or project fee charge less.

About Flynn Zito Capital Management, LLC

“Our mission is to help you live comfortably and confidently in your retirement years.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 7 employees.
  • Registered as an adviser: 2010 (16 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Charitable giving

Firm details from Form ADV

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
2.5% a year
Clients
1,039
Employees
7
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, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and newsletters and publications
Assets managed
$773,857,019
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
152689
Website
facebook/flynnzito (opens in new tab)
Phone
(516) 746-9000

Can advise clients in 18 states: California, Colorado, Connecticut, Delaware, Florida, Georgia, Louisiana, Massachusetts, Maryland, Maine, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Texas, Virginia

Other planners in Garden City that publish fees

Compare all 15 planners in Garden City

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.