James D. Vooys Cpa/pfs fees and pricing

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

According to its Form ADV Part 2A brochure dated November 12, 2025, James D. Vooys Cpa/pfs charges $160 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed November 12, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $160/hr; “The adviser charges for investment advice and research on an hourly basis at the rate of $160 per hour.”

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

“Fees are usually billed directly to clients, although if through mutual agreement the client wishes to have fees deducted from their account then payment would be accepted by this method.”
“Clients have ordinarily been billed on a quarterly basis.”

Its hourly rate of $160 is below the New York median of $300. 7% of the 301 other New York planners that publish an hourly rate charge less.
None of the 2 other planners in Schenectady that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2012 (14 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 5
Employees: 1
Works with: Individuals and charities
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $7,921,421
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 133332
Phone: (518) 461-0904

Is something on this page wrong or out of date?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.