Harbor Light Capital LLC fees and pricing

Financial planner in Webster, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 14, 2026, Harbor Light Capital LLC charges an annual fee of $750 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 14, 2026. Fees can change, so confirm with the firm before you hire them.

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

“All fees are negotiable at the Adviser's discretion and will be set forth in the agreement.”
“Billing All annual fees are divided equally and billed quarterly in advance.”
“The Adviser will provide a detailed invoice at the start of each quarter.”

Its annual fee of $750 is below the New York median of $6,250. 6% of the 80 other New York planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2026.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 342704
Phone: (585) 200-2733

Is something on this page wrong or out of date?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.