Investry, LLC fees and pricing

Financial planner in Scarsdale, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, Investry, LLC charges $400 an hour, a flat or project fee of $5,000⁠-⁠$10,000, and a monthly fee of $400⁠-⁠$3,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$400/hr
“The second option is a rate of $400 per hour.”
Flat or project fee
$5,000⁠-⁠$10,000
“Since fees are paid in arrears, no refund will be needed upon termination of the account. 7 Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $5,000 - $10,000 and an ongoing fee that is paid monthly, in arrears, at the rate of $400 - $3,000 per month, and may be…”
Monthly fee
$400⁠-⁠$3,000/mo

From the same sentence as above.

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

How Investry, LLC bills

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

  • “The annual fees may be negotiable, and are prorated and paid in arrears on a monthly basis.”
  • “Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
  • “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”

How Investry, LLC’s fees compare

  • Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Scarsdale that publish an hourly rate charge less.
  • Its flat or project fee of $5,000-$10,000 is above the New York median of $4,500. 75% of the 251 other New York planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Scarsdale that publish a flat or project fee charge less.

About Investry, LLC

  • Principal: Prem G. Hira
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2020 (6 years).

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% a year
Clients
13
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$9,628,907
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
310803
Website
nextdoor.com/pages/investry-llc-scarsdale-ny (opens in new tab)
Phone
(914) 721-6040

Other planners in Scarsdale that publish fees

Compare all 3 planners in Scarsdale

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