M.b. Engdahl & Co. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“Engdahl & Co. charges $275.00 per hour for financial planning services.”

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

How M.b. Engdahl & Co. bills

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

• “Engdahl & Co. bills clients for financial services fees after services are rendered.”
• “Engdahl & Co., with no penalty and for a full refund of any prepaid fees.”

How M.b. Engdahl & Co.’s fees compare

• Its hourly rate of $275 is below the New York median of $300. 41% of the 301 other New York planners 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 M.b. Engdahl & Co.

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 1999 (27 years).

Firm details from Form ADV

How the firm is paid

Hourly fees

Charges a % of assets

No

Clients

60

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126473

Phone

(716) 485-1409

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
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• 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

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