Haystack Financial Planning fees and pricing
Financial planner in Syosset, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 4, 2025, Haystack Financial Planning charges $300 an hour, a monthly fee of $250-$1,000, and a quarterly fee of $750-$3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2025. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“The second option is a rate of $300.00 per hour.”
- Monthly fee
- $250-$1,000/mo
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of up to $2,500.00 and an ongoing fee that is paid monthly or quarterly, in arrears, at the rate of $250.00 - $1,000.00 per month or $750.00 - $3,000.00 per quarter.”
- Quarterly fee
- $750-$3,000/qtr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Haystack Financial Planning 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 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 refund will be needed upon termination of the account.”
How Haystack Financial Planning’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Syosset that publish an hourly rate charge less.
About Haystack Financial Planning
- Principal: Matthew G. Ricks
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 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% a year
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $11,125,014
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 311366
- Phone
- (917) 409-7878
Other planners in Syosset that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Arcanum Capital Management LLCSyosset$5,000
- Legacy Edge AdvisorsSyosset$200-$500/hr, $2,000-$25,000
- 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
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.