Kane Financial fees and pricing
Financial planner in Waterville, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 12, 2026, Kane Financial charges $200 an hour and a quarterly fee of $300-$1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Services is billed at our hourly rate of $200.00 per hour, depending on complexity.”
- Quarterly fee
- $300-$1,000/qtr
“Fixed fees range from $300 to $1,000 per quarter billed in arrears.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kane Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “Clients may also choose to pay by check.”
- “Accounts initiated or terminated during an interim billing period will be charged a prorated fee based on the amount of time remaining in the billing period.”
How Kane Financial’s fees compare
- Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
About Kane Financial
- Firm size: 4 employees.
- Registered as an adviser: 2021 (5 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
- 296
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $75,174,312
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291231
- Phone
- (315) 801-9028
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
Is something on this page wrong or out of date?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.