Huguenot Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 21, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$300/hr

“Fees for financial planning and investment advice services are $250-$300 per hour, depending on perceived complexity, with a one hour minimum, and any time beyond that is billed in six-minute increments.”

Annual fee

$750⁠-⁠$5,000/yr

“Fee (Project/Event) We also offer our financial planning and investment consultation services on a fixed-fee basis, typically ranging from $750 to $5,000 annually, though the vast majority of clients typically pay less than that ceiling fee.”

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

How Huguenot Financial Planning bills

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

• “This fee may be paid in annual or quarterly installments, in advance, and the rate takes into consideration factors such as the complexity and amount of time dedicated to the engagement and your financial profile.”
• “Page 7 of 23 Huguenot Financial Planning Form ADV Part 2A Payment of Fees Hourly and Fixed Fees Fees may be paid by check, bank draft, or money order.”
• “Fees are generally due upon your receipt of our invoice.”

How Huguenot Financial Planning’s fees compare

• Its hourly rate of $250-$300 is below the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $750-$5,000 is below the New York median of $6,250. 20% of the 80 other New York planners that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Huguenot Financial Planning

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

292553

Website

huguenotfinancialplanning.com (opens in new tab)

Phone

(917) 553-0675

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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