Letteney Financial Advisory, LLC fees and pricing

Financial planner in Waldoboro, Maine. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Letteney Financial Advisory, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Financial planning clients will be billed hourly at $250 an hour, or at a set price for all services rendered.”

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

“All fees for financial consulting are negotiable.”
“Clients will be billed quarterly in arrears.”
“Financial consulting clients will be billed upon the completion of services and no fees will be billed or accepted in advance.”

Its hourly rate of $250 matches the Maine median of $250. 35% of the 23 other Maine planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2020 (6 years).

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.75% a year
Clients: 45
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $2,285,283
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 305944
Website: letteneyadvisory.com (opens in new tab)
Phone: (518) 258-9639

Is something on this page wrong or out of date?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