Genesee Capital Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$200⁠-⁠$400/hr

“Hourly fees range from $200 to $400 per hour.”

Flat or project fee

$2,000⁠-⁠$15,000

“Fixed fees range from $2,000 to $15,000 per engagement.”

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

How Genesee Capital Advisors, LLC bills

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

• “Fees for Advisory Services Investment Management Services Investment management fees are paid quarterly, in advance of each calendar quarter, pursuant to the terms of the investment management agreement.”
• “The investment management fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
• “Fees may be negotiable at the sole discretion of the Advisor.”

How Genesee Capital Advisors, LLC’s fees compare

• 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.
• Its flat or project fee of $2,000-$15,000 spans the New York median of $4,500. 80% of the 251 other New York planners that publish a flat or project fee charge less.

About Genesee Capital Advisors, LLC

• Firm size: 4 employees.
• 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

1.75% a year

Clients

544

Employees

4

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

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

Assets managed

$420,339,749

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

167353

Website

geneseeadvisors.com (opens in new tab)

Phone

(315) 554-3020

Can advise clients in 11 states: California, Florida, Louisiana, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, Texas, Virginia

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• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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