Lucre Advisory LLC fees and pricing
Financial planner in Bronxville, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 27, 2026, Lucre Advisory LLC charges a flat or project fee of $5,000 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.
- Flat or project fee
- $5,000
“We charge a fixed fee of $5,000 for Project-Based Financial Planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Lucre Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The annual advisory fee is paid monthly or quarterly in advance based on the value of Client’s account(s) as of the last day of the billing period.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Monthly Quarterly Individuals $400 $1,200 Couples $500 $1,500 Fees are negotiable and will be paid in advance.”
How Lucre Advisory LLC’s fees compare
- Its flat or project fee of $5,000 is above the New York median of $4,500. 52% of the 251 other New York planners that publish a flat or project fee charge less.
About Lucre Advisory LLC
- Principal: Tipiwa Walker
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $4,800 minimum fee (stated in brochure)
- Clients
- 9
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $719,627
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 326012
- Phone
- (914) 233-3764
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.