Megan John Advisory, LLC fees
Financial planner in Flushing, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 22, 2026, Megan John Advisory, LLC (Flushing, NY) charges a flat or project fee of $350-$9,000 and a quarterly fee of $200-$1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 22, 2026. Fees can change.
- Flat or project fee
- $350-
$9,000 Runs from below the New York median of $5,025 to above it.
“Fixed fee rates range from $350 to a maximum of $9,000.”
- Quarterly fee
- $200-
$1,500/qtr “Fees are paid quarterly in advance, ranging from $200 to a maximum of $1,500.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Brochure mentions virtual meetings
- Yes
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Megan John Advisory, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Clients who are engaged in our Ongoing Financial Planning service will not be billed additional Project-Based Financial Planning fees for work covered under that Contract.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Megan John Advisory, LLC
- Principal: Megan John
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, quarterly planning fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 22, 2026
- CRD number
- 341794 (opens in new tab)
- Phone
- (516) 518-9829
Other planners in Flushing that publish fees
- HHL Wealth Advisors Inc.FlushingFlat from $1,000, Monthly $80-$1,000/mo
More planners in New York that publish fees
- Eagle Bay Family OfficeNew York CityHourly $150-$1,000/hr
- StackWealth LLCNew York CityHourly $350/hr, Flat $500-$20,000
- Altfest Personal Wealth ManagementNew York CityHourly $250/hr
- Financial Spyglass®RyeAnnual $20,000-$40,000/yr
- Bantam Inc.StaatsburgHourly $700-$800/hr, Annual $8,000-$40,000/yr
- Silver Advisors, LLCNew York CityFlat $1,500-$25,000
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.