Merit Financial Partners LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$475/hr

“Our hourly nancial planning fee is $475 per hour.”

Flat or project fee

$3,800⁠-⁠$8,000

“Fees for Financial Planning Packages Financial Planning Package Fee/Fee Range Comprehensive Financial Plan $3,800 - $8,000 Financial Goal Plan $2,400 - $3,800 Fees for Investment Management Services Investment management services are billed as either a percentage of assets or a at fee, calculated as a quarterly fee.”

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

How Merit Financial Partners LLC bills

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

• “You are billed for the actual me spent by our rm, assessed in 10-minute increments; a par al increment will be treated as a whole increment.”
• “If services con nue for more than 30 days, we may submit interim invoices on a monthly frequency, as outlined in our wri en service agreement.”
• “Each interim invoice will re ect the services rendered during the preceding billing period.”

How Merit Financial Partners LLC’s fees compare

• Its hourly rate of $475 is above the New York median of $300. 81% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $3,800-$8,000 spans the New York median of $4,500. 67% of the 251 other New York planners that publish a flat or project fee charge less.

About Merit Financial Partners LLC

• Firm size: 5 employees.
• Credentials named in the brochure: CPA.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• College planning
• Divorce

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

0.75% a year

Clients

193

Employees

5

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$308,243,623

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

141359

Website

meritfinancialpartners.com (opens in new tab)

Phone

(718) 898-0871

Can advise clients in 7 states: Connecticut, Florida, New Hampshire, New Jersey, New York, Pennsylvania, Texas

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• 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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