Greenlife Advisors, LLC fees and pricing

Published fees

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

Hourly rate

$350/hr

“The hourly fee is $350.”

Flat or project fee

$1,500⁠-⁠$10,000

“The first part consists of a one-time fee of $1,500 to $10,000, depending on the complexity and the needs of the client.”

Annual fee

$3,500⁠-⁠$45,000/yr

“The second part of the flat comprehensive fee consists of an ongoing annual fee at the rate of $3,500 to $45,000, depending on the complexity and the needs of the client, which is paid quarterly.”

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

How Greenlife Advisors, LLC bills

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

• “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining or elapsed in the billing period.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

How Greenlife Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the New York median of $4,500. 65% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $3,500-$45,000 spans the New York median of $6,250. 89% of the 80 other New York planners that publish an annual fee charge less.

About Greenlife Advisors, LLC

• Principal: Tamara Witham
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2018 (8 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

0.7% a year

Minimum

$5,000 minimum fee (stated in brochure)

Clients

16

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$19,802,373

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

296885

Website

greenlifeadvisors.com (opens in new tab)

Phone

(914) 315-4755

Other planners in Harrison that publish fees

• Next Level Private LLCHarrison$2,500/yr
• 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

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