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
Website
followthru.us (opens in new tab)
Phone
(718) 627-2809

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Is something on this page wrong or out of date?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