Followthru Planning Associates LLC fees and pricing
Financial planner in Brooklyn, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Followthru Planning Associates LLC charges $100 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100/hr
“The hourly rate for financial planning is $100 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Followthru Planning Associates LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly rate clients are billed on a monthly basis.”
How Followthru Planning Associates LLC’s fees compare
- Its hourly rate of $100 is below the New York median of $300. 1% of the 301 other New York planners that publish an hourly rate charge less.
- 1 of the 14 other planners in Brooklyn that publish an hourly rate charge less.
About Followthru Planning Associates LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2007 (19 years).
Planning areas mentioned in the brochure
- Tax planning
- Business owners
- Insurance analysis
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
- 1% a year
- Clients
- 19
- 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 selecting other advisers
- Assets managed
- $1,481,065
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 145730
- Phone
- (718) 627-2809
Other planners in Brooklyn that publish fees
- AffluenceBrooklyn$350-$550/mo
- Boerum Hill Financial Advisors LLCBrooklyn$175-$300/hr
- Bridge Capital ManagementBrooklyn$350-$500/hr, $1,000-$3,000
- Brooklyn Fi, LLCBrooklyn$500-$2,000/mo, $6,000-$24,000/yr
- Canny Capital Management, LLCBrooklyn$99/hr
- Civitas Management LLCBrooklyn$1,000-$10,000, $250-$2,500/mo
Is something on this page wrong or out of date?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.