Lamb Retirement Solutions LLC fees and pricing
Financial planner in Elizabethtown, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 16, 2026, Lamb Retirement Solutions LLC charges a flat or project fee of $2,500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 16, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $2,500-$5,000
“Services are offered based on a flat fee between $2500 and $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lamb Retirement Solutions LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of each quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “The fee shall be paid within thirty (30) days following the end of the quarter for which such fees are payable.”
How Lamb Retirement Solutions LLC’s fees compare
- Its flat or project fee of $2,500-$5,000 spans the New York median of $4,500. 46% of the 251 other New York planners that publish a flat or project fee charge less.
About Lamb Retirement Solutions LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2023 (3 years).
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Clients
- 42
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,066,223
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 327981
- Phone
- (917) 702-5076
Can advise clients in 2 states: California, New York
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.