Iconoclastic Capital Management LLC fees and pricing
Financial planner in Rochester, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, Iconoclastic Capital Management LLC charges a flat or project fee of $500-$10,000 and an annual fee of $6,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$10,000
“Project fees range from $500 to $10,000 depending on complexity. $500 – $1,500:”
- Annual fee
- $6,000/yr
“Year 1 — $6,000 / Year 2+ — $4,500 Guided Wealth Management (GWM) Premier:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Iconoclastic Capital Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Planning retainers are billed separately, typically on a quarterly basis.”
- “Year 1 — $12,000 / Year 2+ — $9,000 Planning retainer fees are negotiable and may vary based on the complexity of a client's situation.”
How Iconoclastic Capital Management LLC’s fees compare
- Its flat or project fee of $500-$10,000 spans the New York median of $4,500. 59% of the 251 other New York planners that publish a flat or project fee charge less.
- 5 of the 7 other planners in Rochester that publish a flat or project fee charge less.
- Its annual fee of $6,000 is below the New York median of $6,250. 46% of the 80 other New York planners that publish an annual fee charge less.
- 2 of the 3 other planners in Rochester that publish an annual fee charge less.
About Iconoclastic Capital Management LLC
“We offer wealth management, investment management, and financial planning services. Our Guided Wealth Management (GWM) tiers provide ongoing investment management combined with financial planning at varying levels of service depth.”
- Firm size: 5 employees.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- College planning
- Business owners
- Equity compensation
- Insurance analysis
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
- 0.9% a year
- Clients
- 141
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $68,178,878
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310132
- Phone
- (585) 504-1616
Can advise clients in 4 states: California, Louisiana, North Carolina, New York
Other planners in Rochester that publish fees
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- AlphansoRochester$1,200-$7,200/yr
- Elevation Investment ConsultingRochester$500-$2,000
- Fiduciary First Advising, LLCRochester$200-$300/hr, $1,500-$12,000/yr
- Highland Wealth Advisory LLCRochester$300/hr, $100-$5,000
- Howe and Rusling, Inc.Rochester$1,500/qtr
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.