Garrison Phillips, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$500/hr

“Hourly rates for planning are variable and range from $300 to $500 per hour depending upon complexity.”

Flat or project fee

$1,000⁠-⁠$7,500

“Fixed prices are also variable and begin at $1,000 for very basic planning, and run as high as $7,500 for a comprehensive plan.”

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

How Garrison Phillips, LLC bills

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

• “Clients are generally billed in advance each calendar quarter.”
• “These clients are also sent invoices indicating the amount, assets under management and method of calculation of the fee.”
• “Retirement plans services and planning services clients’ invoices are generally sent to the client as a request for payment, but direct deductions from custodial accounts may be established at the client’s request.”

How Garrison Phillips, LLC’s fees compare

• Its hourly rate of $300-$500 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 2 other planners in Rye Brook that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$7,500 spans the New York median of $4,500. 48% of the 251 other New York planners that publish a flat or project fee charge less.

About Garrison Phillips, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2005 (21 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

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

1.5% a year

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$7,008,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

136156

Website

garrisonphillips.com (opens in new tab)

Phone

(914) 219-5194

Other planners in Rye Brook that publish fees

• Beacon Financial AdvisorsRye Brook$1,000/hr
• DR. Jeff Finance, LLCRye Brook$3,000⁠-⁠$9,000, $250⁠-⁠$3,000/mo
• Meyer Handelman Company LLCRye Brook$10,000/yr
• Navis Wealth Advisors LLCRye Brook$650/hr

Compare all 6 planners in Rye Brook