PlannerFees

Mendlstein Capital Holdings LLC fees and pricing

Financial planner in Sunnyside, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 28, 2026, Mendlstein Capital Holdings LLC charges $150 an hour and a monthly fee of $99 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 28, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$150/hr
“Clients may alternatively elect to pay for financial planning or consulting services on an hourly basis at a rate of $150 per hour.”
Monthly fee
$99/mo
“Foundation tier subscription fees of $99 per month are billed monthly in advance.”

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

How Mendlstein Capital Holdings LLC bills

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

  • “When capped, this fee is billed quarterly in advance.”
  • “For Signature, Private Wealth, and Legacy tiers, AUM-based fees are billed quarterly in advance based on the account value on the last business day of the preceding quarter.”
  • “For new accounts opened mid-quarter, fees are prorated for the number of days remaining in the quarter.”

How Mendlstein Capital Holdings LLC’s fees compare

  • Its hourly rate of $150 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.

About Mendlstein Capital Holdings LLC

“We offer financial planning services to clients on either a comprehensive or modular (focused) basis, depending on the client's needs and preferences.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2026.

Planning areas mentioned in the brochure

  • Estate planning
  • College planning
  • Insurance analysis

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
2% a year
Employees
1
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
338278
Phone
(646) 303-7313

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