Godfrey Financial Associates, Inc. fees and pricing
Financial planner in Glenmont, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 20, 2026, Godfrey Financial Associates, Inc. charges a flat or project fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500
“Registrant’s planning and consulting fees are negotiable, but generally the Registrant charges $2,500 on a fixed fee basis based upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Godfrey Financial Associates, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is determined quarterly, in arrears, based upon the market value of such assets on the last day of the previous quarter.”
- “The advisory fee will be pro-rated, and paid quarterly, in arrears, based upon the market value of the assets on the last day of the previous quarter.”
- “In the event of termination, Registrant shall refund any unearned portion of the advanced fee paid based upon the number of days remaining in the billing quarter.”
How Godfrey Financial Associates, Inc.’s fees compare
- Its flat or project fee of $2,500 is below the New York median of $4,500. 26% of the 251 other New York planners that publish a flat or project fee charge less.
About Godfrey Financial Associates, Inc.
- Firm size: 3 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
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
- 1.25% a year
- Minimum
- No minimum stated in brochure
- Clients
- 395
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $182,520,893
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126189
- Phone
- (518) 767-2574
Can advise clients in 7 states: Louisiana, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
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