Guzhuna Asset Management fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 19, 2026, Guzhuna Asset Management charges $350 an hour and a flat or project fee of $2,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Financial planning and consulting services may be provided for a flat fee, generally ranging from $2,000 to $25,000 per engagement, depending on the complexity and scope of services or an hourly fee of $350.”
- Flat or project fee
- $2,000-$25,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Guzhuna Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in advance, based on the account value as of the last business day of the preceding quarter.”
How Guzhuna Asset Management’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.
- 27 of the 69 other planners in New York that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$25,000 spans the New York median of $4,500. 89% of the 251 other New York planners that publish a flat or project fee charge less.
- 44 of the 52 other planners in New York that publish a flat or project fee charge less.
About Guzhuna Asset Management
“In addition to investment management, the Firm provides comprehensive financial planning and wealth advisory services, including retirement planning, estate coordination, business succession strategies, and family office consulting.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2019 (7 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338969
- Phone
- (212) 812-2494
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
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