Mcneill Capital, LLC 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

$25⁠-⁠$875/hr

“Follow-up implementation work may be billed separately at hourly rates ranging from $25 to $875 per hour.”

Quarterly fee

$525⁠-⁠$1,500/qtr

“The negotiated hourly fee for financial coaching will be between $175 and $400 paid monthly or between $525 and $1,500 quarterly in advance, depending on complexity and needs of client.”

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

How Mcneill Capital, LLC bills

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

• “At termination, fees will be billed on a pro rata basis for the portion of the quarter completed.”
• “The fee for a financial plan is predicated upon the facts and circumstances of the client engagement and billed on either a flat fee or on an hourly basis.”
• “The client must approve the change of scope in advance of the additional work being performed when a fee increase is necessary.”

How Mcneill Capital, LLC’s fees compare

• Its hourly rate of $25-$875 spans the New York median of $300. 78% of the 301 other New York planners that publish an hourly rate charge less.
• 4 of the 4 other planners in Saratoga Springs that publish an hourly rate charge less.

About Mcneill Capital, LLC

• Principal: Adam D. McNeill
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2010 (16 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Insurance analysis
• 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

1.25% a year

Clients

42

Employees

1

Works with

High net worth individuals

Services reported to regulators

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

Assets managed

$40,619,424

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

154517

Website

mcneillcapital.com (opens in new tab)

Phone

(518) 364-7899

Other planners in Saratoga Springs that publish fees

• Barbara J. Bouchey Asset Management, Inc.Saratoga Springs$100⁠-⁠$250/hr, $500⁠-⁠$2,500
• Crescent Hill Partners LLCSaratoga Springs$5,000⁠-⁠$50,000
• Dubois Capital Management LLCSaratoga Springs$500⁠-⁠$5,000
• Even Keel AdvisorsSaratoga Springs$290/hr, $250⁠-⁠$12,000
• Inside Edge Capital Management, LLCSaratoga Springs$10,000
• King Wealth Management Group, LLCSaratoga Springs$2,500⁠-⁠$10,000

Compare all 16 planners in Saratoga Springs