Hyjc Capital of Wny fees and pricing
Financial planner in Lakeville, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 15, 2026, Hyjc Capital of Wny charges a flat or project fee of $150-$2,650 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $150-$2,650
“Thereafter, clients may terminate the Investment Advisory Contract generally with 7 days' written notice. 3 Financial Planning Fees Fixed Fees The negotiated fixed rate for creating client financial plans is between $150 and $2,650.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Hyjc Capital of Wny bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of HCOWL's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty, for full refund of HCOWL’s fees, within five business days of signing the Financial Planning Agreement.”
How Hyjc Capital of Wny’s fees compare
- Its flat or project fee of $150-$2,650 is below the New York median of $4,500. 14% of the 251 other New York planners that publish a flat or project fee charge less.
About Hyjc Capital of Wny
- Firm size: 2 employees.
- Registered as an adviser: 2024 (2 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
- Clients
- 272
- Employees
- 2
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $82,552,678
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 325574
- Phone
- (585) 261-4435
Can advise clients in 4 states: Florida, Louisiana, New York, Texas
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
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.