Integrated Financial Consulting, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$750/hr

“For financial planning engagements of a more limited scope IFC may charge an hourly fee that ranges between $300 - $750/hour, depending upon the complexity of the engagement.”

Annual fee

$5,000⁠-⁠$250,000/yr

“For Clients receiving comprehensive financial planning and investment management services from IFC, the Firm may charge an annual fixed fee that ranges from $5,000 $250,000, based primarily on:”

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

How Integrated Financial Consulting, LLC bills

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

• “Generally, fees are negotiable at the discretion of INTEGRATED FINANCIAL CONSULTING.”
• “Discounts are negotiable based on client circumstances and at IFC's sole discretion.”
• “For our limited-scope financial planning, you will pay either a fixed fee at the time of signing the engagement, or you will pay an hourly fee that is billed in 3-to-10-hour increments depending on the expected length of the engagement.”

How Integrated Financial Consulting, LLC’s fees compare

• Its hourly rate of $300-$750 is above the New York median of $300. 90% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $5,000-$250,000 spans the New York median of $6,250. 100% of the 80 other New York planners that publish an annual fee charge less.

About Integrated Financial Consulting, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2001 (25 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

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

1.5% a year

Clients

87

Employees

1

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

$141,472,440

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

130920

Website

integratedfinancialconsulting.com (opens in new tab)

Phone

(845) 426-6300

Can advise clients in 2 states: New Jersey, New York

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

Compare all 705 planners in New York