Layline Advisors fees and pricing

Financial planner in Rochester, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated January 9, 2026, Layline Advisors charges a quarterly fee of $625 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 9, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee: $625/qtr; “The standard fixed fee will be billed in advance at a rate of $625.00 per quarter for the duration of the engagement.”

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

“Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no rebate will be needed upon termination of the account.”

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: 1.25% a year
Clients: 114
Employees: 4
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and businesses
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $131,311,586
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 285136
Website: laylineadvisors.com (opens in new tab)
Phone: (585) 210-8222

Can advise clients in 2 states: New York, Texas

Is something on this page wrong or out of date?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