Lee Slater + Associates fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees for financial planning and investment advice services are $350 per hour, billed in fifteen minute increments.”

Annual fee

$1,200⁠-⁠$12,000/yr

“Fee (Project/Event) We also offer our financial planning, investment consultation, and real-time planning services on a fixed-fee basis, typically ranging from $1,200 to $12,000 annually.”

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

How Lee Slater + Associates bills

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

• “Our published fees are negotiable, however, any fee outside of the stated range is subject to approval by our Chief Compliance Officer or an executive of the firm.”
• “Additionally, the Account Fee may also include fees payable to any third-party Discretionary Manager under the IMA, CMA or UMA investment solutions.”
• “After the AssetMark Platform Fee is deducted from the Advisory Fee, the resulting net fees are payable to the Lee Slater + Associates.”

How Lee Slater + Associates’ fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• 27 of the 69 other planners in New York that publish an hourly rate charge less.
• Its annual fee of $1,200-$12,000 spans the New York median of $6,250. 54% of the 80 other New York planners that publish an annual fee charge less.
• 11 of the 22 other planners in New York that publish an annual fee charge less.

About Lee Slater + Associates

• 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: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Divorce
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$4,216,813

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300649

Website

populartax.com (opens in new tab)

Phone

(917) 974-6408

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

Compare all 184 planners in New York