Lebron Financial Services, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed October 21, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees are charged at a minimum hourly rate of $300, calculated in 15-minute increments.”

Flat or project fee

$950

“Other fees Lebron Financial Services, Inc. charges a flat fee of $950, (plus any travel expenses outside a 70mile radius) for Educational seminars/workshops pertaining to Employee Communications for Employee Benefit Plans including not limited to qualified retirement, profit sharing, and 401(k) Lebron Financial…”

Annual fee

$600/yr

“In most cases, our service fee is $600 annually for full-service administration for Plan Sponsors.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lebron Financial Services, Inc. bills

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

• “The fees are blended to calculate the account fee payable by the client.”
• “The fee amount payable by the client is computed by multiplying the actual account value by the rate shown and dividing by 252 to come up with a daily snapshot.”
• “The fees are negotiable and can differ favorably to the client depending on the calculation of the fee by a specific product.”

How Lebron Financial Services, Inc.’s fees compare

• Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $950 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $600 is below the New York median of $6,250. 5% of the 80 other New York planners that publish an annual fee charge less.

About Lebron Financial Services, Inc.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

0.75% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$898,760

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

297139

Website

lebronfinancial.com (opens in new tab)

Phone

(845) 589-0790

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