Hurley Capital, LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 5, 2026, Hurley Capital, LLC charges an annual fee of $2,500-$75,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500-$75,000/yr
“Registrant’s fees are negotiable, but generally range from $2,500.00 to $75,000.00 per year on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hurley Capital, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The Registrant will deduct fees or bill clients quarterly in arrears, based upon the market value of the assets on the last day of the previous quarter, including any accrued interest.”
- “However, because we calculate our fees in arrears and it is to the client’s benefit, we make no adjustments for withdrawals.”
- “In the limited event that the Registrant bills the client directly, payment is due upon receipt of the Registrant’s invoice.”
How Hurley Capital, LLC’s fees compare
- Its annual fee of $2,500-$75,000 spans the New York median of $6,250. 99% of the 80 other New York planners that publish an annual fee charge less.
- 22 of the 22 other planners in New York that publish an annual fee charge less.
About Hurley Capital, LLC
“If requested by a client, the Registrant provides general financial planning and consulting services regarding non-investment matters (e.g., estate, tax and insurance planning).”
- Firm size: 4 employees.
- Founded: 2004 (22 years).
Firm details from Form ADV
- 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
- 1.5% a year
- Minimum
- $250,000 in assets (stated in brochure)
- Clients
- 158
- Employees
- 4
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $326,088,431
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 130051
- Phone
- (212) 605-0665
Can advise clients in 8 states: California, Connecticut, Florida, Louisiana, New Hampshire, New Jersey, New York, Texas
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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