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
- Phone
- (914) 721-6040
Other planners in Scarsdale that publish fees
- Diamond NesteggScarsdale$750/hr, $25,000
- Financial Advisory NetworkScarsdale$300/hr, $2,000-$5,000
- 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
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.