Luesink Stenstrom Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 1, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$700/hr

“Holistic financial planning services are available at a fixed fee or an hourly fee that will not exceed $700.00 per hour.”

Flat or project fee

$8,000

“The minimum fee for an Integrated Holistic Financial Plan is $8,000.”

Quarterly fee

$2,000/qtr

“Fees are based on the complexity of the financial situation and the time required, with a minimum of $2,000 per quarter.”

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

How Luesink Stenstrom Financial bills

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

• “Fees are billed quarterly in arrears and they are based on the market value of the account(s) as of the last day of the prior quarter.”
• “Fees will be prorated for clients entering or exiting LSF’s services intra-quarter.”

How Luesink Stenstrom Financial’s fees compare

• Its hourly rate of $700 is above the New York median of $300. 95% of the 301 other New York planners that publish an hourly rate charge less.
• 63 of the 69 other planners in New York that publish an hourly rate charge less.
• Its flat or project fee of $8,000 is above the New York median of $4,500. 77% of the 251 other New York planners that publish a flat or project fee charge less.
• 31 of the 52 other planners in New York that publish a flat or project fee charge less.

About Luesink Stenstrom Financial

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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% a year

Minimum

$8,000 minimum fee (stated in brochure)

Clients

50

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$94,081,746

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

147076

Website

luesinkstenstrom.com (opens in new tab)

Phone

(212) 405-1609

Can advise clients in 2 states: New Jersey, New York

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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