Koehler Asset Management fees and pricing
Financial planner in Babylon, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated July 28, 2026, Koehler Asset Management charges $450-$900 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed July 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450-$900/hr
“Thereafter, clients may terminate the pension consulting agreement immediately upon written notice. 5 Financial Planning Fees Hourly Fees The negotiated hourly fee for these services is between $450 and $900.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Koehler Asset Management bills
Payment and refund terms, quoted from the fee section of the brochure.
- “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
- “Clients may terminate the agreement without penalty for a full refund of KAML's fees within five business days of signing the Investment Advisory Contract.”
- “Clients may terminate the agreement without penalty for a full refund of KAML's fees within five business days of signing the Investment Advisory Contract.”
How Koehler Asset Management’s fees compare
- Its hourly rate of $450-$900 is above the New York median of $300. 95% of the 301 other New York planners that publish an hourly rate charge less.
About Koehler Asset Management
- Firm size: 5 employees.
- Registered as an adviser: 2026.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 191
- Employees
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $110,995,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340322
- Phone
- (631) 332-2310
Can advise clients in 4 states: Florida, New Jersey, New York, Pennsylvania
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.