PlannerFees

Loyal Advisors fees and pricing

Financial planner in South Salem, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 28, 2026, Loyal Advisors charges $475 an hour, a flat or project fee of $2,500⁠-⁠$10,000, and a quarterly fee of $625⁠-⁠$2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$475/hr
“Financial Planning engagements are offered at an hourly rate of $475 per hour.”
Flat or project fee
$2,500⁠-⁠$10,000
“LA intends to provide Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an upfront charge of $2,500 - $10,000 and an ongoing fee that is paid quarterly, in arrears, at the rate of $625 - $2,500 per quarter and the fee is negotiable.”
Quarterly fee
$625⁠-⁠$2,500/qtr

From the same sentence as above.

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

How Loyal Advisors bills

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.”
  • “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
  • “An account may be terminated with written notice at least 30 calendar days in advance.”

How Loyal Advisors’ fees compare

  • Its hourly rate of $475 is above the New York median of $300. 81% of the 301 other New York planners that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$10,000 spans the New York median of $4,500. 71% of the 251 other New York planners that publish a flat or project fee charge less.

About Loyal Advisors

  • Principal: Joseph Manno
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • 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
Highest asset based fee in brochure
0.85% a year
Employees
1
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
319356
Phone
(914) 299-9302

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