Modoo Strategy LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Our hourly rate is $350.”

Flat or project fee

$350⁠-⁠$30,000

“Fixed fee rates range between $350 and $30,000.”

Quarterly fee

$350⁠-⁠$7,500/qtr

“In addition, we charge a recurring annual fixed fee of $1,400 - $30,000, paid quarterly in arrears at a rate ranging from $350 to $7,500 per quarter.”

Annual fee

$1,400⁠-⁠$30,000/yr

From the same sentence as above.

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

How Modoo Strategy LLC bills

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

• “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

How Modoo Strategy LLC’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Great Neck that publish an hourly rate charge less.
• Its flat or project fee of $350-$30,000 spans the New York median of $4,500. 91% of the 251 other New York planners that publish a flat or project fee charge less.
• Its annual fee of $1,400-$30,000 spans the New York median of $6,250. 81% of the 80 other New York planners that publish an annual fee charge less.

About Modoo Strategy LLC

• Principal: John Foote
• Solo practice: one person runs the firm, so you work directly with the planner.
• Meets clients remotely: the brochure mentions virtual or online meetings.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College 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, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329227

Website

modoostrategy.com (opens in new tab)

Phone

(646) 883-4755

Can advise clients in 2 states: New Jersey, New York

Other planners in Great Neck that publish fees

• Esk Capital Management Inc.Great Neck$400/hr
• Kutz and Company Inc.Great Neck$275/hr
• Palumbo Wealth Management LLCGreat Neck$1,000⁠-⁠$5,000
• The Wealthplan LLCGreat Neck$900⁠-⁠$5,000/yr

Compare all 7 planners in Great Neck