Money Grads, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2019. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$450/hr

“Session Initial consultation Financial Health Check-up Follow-on Coaching Workshops for Organizations/Companies Cost Complimentary $450/hour $450/hour Negotiated The Company’s fees will be paid on or prior to the time of the meeting.”

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

How Money Grads, LLC’s fees compare

• Its hourly rate of $450 is above the New York median of $300. 78% of the 301 other New York planners that publish an hourly rate charge less.
• 44 of the 69 other planners in New York that publish an hourly rate charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Money Grads, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

299498

Phone

(917) 533-5860

Other planners in New York that publish fees

• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• Allegory AdvisoryNew York$240/hr
• Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
• American Centurion Financial LLCNew York$475/hr
• American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
• Amvoy WealthNew York$1,000⁠-⁠$20,000

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