My Financial Planner, LLC fees and pricing
Financial planner in Brooklyn, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 26, 2026, My Financial Planner, LLC charges $300 an hour for financial planning.
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
- $300/hr
“For hourly engagements after the First Time Review, MFP charges $300 an hour;”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How My Financial Planner, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee typically ranges from $3,500 to $8,000 and is negotiable.”
- “The client must approve the change of scope and fee in advance of additional work being performed when a fee increase is necessary.”
- “Follow-on implementation work is billed separately by the hour.”
How My Financial Planner, LLC’s fees compare
- Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
- 6 of the 14 other planners in Brooklyn 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 My Financial Planner, LLC
“My Financial Planner provides a full suite of financial planning, investment advising and oversight, and money coaching services to individuals and couples seeking to work with a completely independent advisor on a fee-only basis.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2016 (10 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- 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, educational seminars and workshops, and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283934
- Phone
- (917) 991-1285
Other planners in Brooklyn that publish fees
- AffluenceBrooklyn$350-$550/mo
- Boerum Hill Financial Advisors LLCBrooklyn$175-$300/hr
- Bridge Capital ManagementBrooklyn$350-$500/hr, $1,000-$3,000
- Brooklyn Fi, LLCBrooklyn$500-$2,000/mo, $6,000-$24,000/yr
- Canny Capital Management, LLCBrooklyn$99/hr
- Civitas Management LLCBrooklyn$1,000-$10,000, $250-$2,500/mo
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.