Frasca & Associates LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 15, 2024, Frasca & Associates LLC charges $200⁠-⁠$400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 15, 2024. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$400/hr; “Hourly rates may be a blended rate for all professionals or can be based upon the individual professional level providing the service and generally range from $200 to $400 per hour.”

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

“Compensation is only collected following the completion of an assignment and not collected in advance.”
“However, hourly fees will be billed in arrears up to the termination date.”

Its hourly rate of $200-$400 spans the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
14 of the 69 other planners in New York that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Minimum: $4,000 minimum fee (stated in brochure)
Employees: 18
Services reported to regulators: Financial planning, security ratings or pricing, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 147883
Website: frascallc.com (opens in new tab)
Phone: (212) 355-4050

Can advise clients in 1 state: Georgia

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