Harper Capital Management, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed December 26, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$250/hr

“When the client wishes Harper Capital Management, Ltd. to undertake a comprehensive financial plan for the client (which may entail working with the client's tax and legal advisors), fees are usually assessed on a per hour basis, depending on the complexity of the assignment, plus out-of-pocket expenses (generally…”

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

How Harper Capital Management, LTD. bills

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

• “Our fees are charged in arrears shortly after the end of each calendar quarter based upon the value (market value or fair market value in the absence of market value), of the client's account at the end of the previous quarter.”
• “The agreed fees for any of the above related services are not due or payable until completion of the assignment.”
• “Under no circumstances do we require or solicit payment of fees in advance of any services rendered.”

How Harper Capital Management, LTD.’s fees compare

• Its hourly rate of $200-$250 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.

About Harper Capital Management, LTD.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2013 (13 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

1.5% a year

Minimum

$500,000 in assets (stated in brochure)

Clients

28

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$18,134,566

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130229

Phone

(845) 265-4104

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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