Mark Andrew Paganelli fees and pricing
Financial planner in Pittsford, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 13, 2026, Mark Andrew Paganelli charges $150-$300 an hour 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
- $150-$300/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $300 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Mark Andrew Paganelli bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client is billed quarterly in arrears based on actual hours accrued.”
- “Fees are paid by check payable to Mark Andrew Paganelli.”
- “The client is billed quarterly in advance based on our estimated Consulting Services fees.”
How Mark Andrew Paganelli’s fees compare
- Its hourly rate of $150-$300 is below the New York median of $300. 21% of the 301 other New York planners that publish an hourly rate charge less.
- 1 of the 5 other planners in Pittsford that publish an hourly rate charge less.
About Mark Andrew Paganelli
“We analyze current strategies and investment plans to help the client achieve his or her retirement goals.”
- Principal: Mark Paganelli
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- 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
- 1% a year
- Employees
- 1
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126669
- Phone
- (585) 383-4290
Other planners in Pittsford that publish fees
- Candace Shira Associates, LLCPittsford$350/hr
- GPS Financial, LLCPittsford$300/hr, $300
- Hamewith WealthPittsford$3,000-$10,000/yr
- Labounty Financial PlanningPittsford$2,500-$10,000, $6,500-$15,000/yr
- Occam Capital Management, LLCPittsford$200/hr
- Professional FinancialPittsford$600/hr, $1,250/qtr
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.