Gen Y Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $300.00 per hour for Sophia Daigle, and the client will be refunded the difference.”

Flat or project fee

$4,800⁠-⁠$15,000

“This service is offered on a fixed fee basis ranging from $4,800 to $15,000 per plan, depending on your project, your financial profile and services to be rendered.”

Monthly fee

$400⁠-⁠$1,250/mo

“Gen Y will assess an ongoing monthly fee ranging from $400.00 to $1,250.00 which is paid in advance each month.”

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

How Gen Y Planning bills

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

• “Payment is made via check or draft from a U.S. financial institution as well as through qualified, unaffiliated third-party processors which requires your prior authorization, or by Betterment for portfolio management clients.”
• “Every 6 months, we issue an invoice that outlines all the tasks and associated hours for the previous 6 months. 2.”
• “If fees paid exceed fees earned, we issue a refund for the excess. b.”

How Gen Y Planning’s fees compare

• Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
• 26 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its flat or project fee of $4,800-$15,000 is above the Texas median of $3,850. 79% of the 401 other Texas planners that publish a flat or project fee charge less.
• 36 of the 48 other planners in Austin that publish a flat or project fee charge less.

About Gen Y Planning

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

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

2% a year

Clients

90

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

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

Assets managed

$53,725,026

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

167656

Website

genyplanning.com (opens in new tab)

Phone

(612) 790-7955

Can advise clients in 10 states: California, Florida, Illinois, Massachusetts, Minnesota, New Jersey, New York, Pennsylvania, Texas, Washington

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• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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