Howe and Rusling, Inc. fees and pricing

Firm size: 26 employees.
Registered as an adviser: 1941 (85 years).

Financial planner in Rochester, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated July 31, 2026, Howe and Rusling, Inc. charges a quarterly fee of $1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 31, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $1,500/qtr; “The minimum quarterly fee is $1500 (the fee for a $500,000 portfolio).”

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

“Under certain circumstances, such as multiple relationships within a single family, our fees and minimums may be negotiable.”
“At the start of a client’s relationship with us, the client may choose if he/she would like us to send an invoice for our advisory services directly or if he/she would like us to have the fee directly debited from the custodial account.”
“Fees are collected quarterly in advance.”

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: 1.2% a year
Minimum: $1,500 minimum fee (stated in brochure)
Clients: 1,351
Employees: 26
Works with: Individuals, high net worth individuals, charities, insurance companies, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, selecting other advisers, newsletters and publications, and other services
Assets managed: $2,435,230,959
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 104627
Website: howeandrusling.com (opens in new tab)
Phone: (585) 325-4140

Is something on this page wrong or out of date?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