Kutz and Company Inc. fees and pricing
Financial planner in Great Neck, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 4, 2026, Kutz and Company Inc. charges $275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $275/hr
“As noted in the previous section, fees for comprehensive financial planning services are charged at our normal hourly rate of $275 per hour (negotiable).”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kutz and Company Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed only after service is performed.”
- “We generally do not bill any fees in advance. 5 Fees for asset management services are billed based on a percentage of average monthly assets under management.”
- “Asset management fees are generally deducted directly from the client’s Charles Schwab account though the client may make arrangements to have the fees billed to them directly.”
How Kutz and Company Inc.’s fees compare
- Its hourly rate of $275 is below the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.
- None of the 2 other planners in Great Neck that publish an hourly rate charge less.
About Kutz and Company Inc.
“We offer a full variety of tax and accounting services as well as personal financial planning and asset management services. We provide various levels of comprehensive personal financial planning at a fixed hourly rate of $275 per hour.”
- Firm size: 2 employees.
- Registered as an adviser: 2017 (9 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 66
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $115,397,135
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 124722
- Phone
- (516) 482-1158
Can advise clients in 4 states: Florida, New Jersey, New York, Texas
Other planners in Great Neck that publish fees
- Esk Capital Management Inc.Great Neck$400/hr
- Modoo Strategy LLCGreat Neck$350/hr, $350-$30,000
- Palumbo Wealth Management LLCGreat Neck$1,000-$5,000
- The Wealthplan LLCGreat Neck$900-$5,000/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.