Francis Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“In the event Francis Financial renders any DFP Services to you in excess of the Flat Fee DFP Services (i.e., in excess of an aggregate total of 30 hours), the cost will be $400 per hour.”

Flat or project fee

$10,000

“DIVORCE FINANCIAL PLANNING FEES (“DFP”) For clients that engage us for divorce financial planning, our DFP services will be covered by a fee of $10,000 for up to an aggregate total of 30 hours of DFP Services performed by all Francis Financial personnel collectively.”

Annual fee

$3,000/yr

“The fee for this service is a minimum of $3,000 per annum.”

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

How Francis Financial bills

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

• “Our fees are billed quarterly, in advance, at the beginning of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client’s account at the end of the previous quarter.”
• “Fees are charged on a quarterly basis, in advance.”
• “Clients are expected to pay their fees for DFP no later than thirty (30) days following receipt of our invoice.”

How Francis Financial’s fees compare

• Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
• 38 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the New York median of $4,500. 83% of the 251 other New York planners that publish a flat or project fee charge less.
• 35 of the 52 other planners in New York that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the New York median of $6,250. 23% of the 80 other New York planners that publish an annual fee charge less.
• 5 of the 22 other planners in New York that publish an annual fee charge less.

About Francis Financial

• Firm size: 14 employees.
• Registered as an adviser: 2012 (14 years).

Planning areas mentioned in the brochure

• Estate planning
• Divorce
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

256

Employees

14

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$803,235,775

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128067

Website

francisfinancial.com (opens in new tab)

Phone

(212) 374-9008

Can advise clients in 7 states: California, Connecticut, Florida, New Hampshire, New Jersey, New York, Texas

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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