LT Advisors LLC fees and pricing
Financial planner in New City, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 13, 2026, LT Advisors LLC charges $450 an hour, a flat or project fee of $2,000-$10,000, and an annual fee of $3,750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $450/hr
“Services are offered based on an hourly fee of $450 per hour.”
- Flat or project fee
- $2,000-$10,000
“Services are offered based on a flat fee between $2,000 and $10,000.”
- Annual fee
- $3,750/yr
“Step 2: $1,000,000 x .00375 (1/4 of annual fee) = $3,750 Step 3: $3,750/91 (days in the quarter) = $41.21 - 2- Step 4: $41.21 x 51 (days remaining in the quarter) = $2,101.71 - 3- Full quarter calculation The calculation for the average daily balance is based on the formula:”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How LT Advisors LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
- “New investments made during the quarter will be assessed and billed for the remainder of the quarter.”
- “The Client must consent in advance to direct debiting of their investment account.”
How LT Advisors LLC’s fees compare
- Its hourly rate of $450 is above the New York median of $300. 78% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $2,000-$10,000 spans the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.
- Its annual fee of $3,750 is below the New York median of $6,250. 30% of the 80 other New York planners that publish an annual fee charge less.
About LT Advisors LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 1.5% a year
- Clients
- 17
- Employees
- 1
- Works with
- Individuals, high net worth individuals, and other
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $53,500,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 318920
- Phone
- (917) 352-3424
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
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.