Linden Financial Consultants, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 11, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$180/hr

“Jan 2022 Page 7 of 24 HOURLY FEES When we are engaged for our financial planning and investment consultation services, the rate is $180 per hour.”

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

How Linden Financial Consultants, LLC bills

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

• “Our published fees may be discounted by our firm but they are not negotiable.”
• “You will be billed in 10 minute increments, and a partial increment (i.e., seven minutes, etc.) will be treated as a whole increment.”
• “Fees are due upon receipt of our invoice.”

How Linden Financial Consultants, LLC’s fees compare

• Its hourly rate of $180 is below the New York median of $300. 10% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 8 other planners in Rochester that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Linden Financial Consultants, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2013 (13 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Divorce
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

234

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

168676

Website

lindenfinancialconsultants.com (opens in new tab)

Phone

(585) 721-4066

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr

Compare all 23 planners in Rochester