Gotham Block, 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 May 5, 2024, Gotham Block, LLC charges $150-$300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 5, 2024. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$300/hr
“The negotiated hourly rate is between $150 and $300 per hour, depending on complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Gotham Block, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “However, Gotham Block will not bill an amount above $500 more than six months in advance.”
- “If less then half of the work has been performed at termination, Gotham Block will refund the client for the unearned amount.”
- “If more then half the job has been completed, Gotham Block will invoice the client for an additional amount due.”
How Gotham Block, LLC’s fees compare
- Its hourly rate of $150-$300 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.
- 4 of the 69 other planners in New York that publish an hourly rate charge less.
About Gotham Block, LLC
“In 2015 the firm began providing consulting services to clients in the area of quantitative finance, and in 2018 it became a registered investment adviser and began offering investment management and financial planning services.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2006 (20 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
- 0.95% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 290005
- Phone
- (212) 729-8001
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.