Northlanding Financial Partners, LLC fees and pricing

Financial planner in Rochester, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 18, 2026, Northlanding Financial Partners, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “These fees are largely determined by the scope and complexity of the agreed upon services and range from $2,250 to $25,000+ on a fixed fee basis (either one-time or per annum, depending on whether the stand-alone financial planning or consulting arrangement with the client is ongoing or not) or $250.00 on an hourly…”

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

“The specific terms and fee structure are negotiated in advance and set forth in the Agreement with NLFP.”
“Generally, NLFP requires one-half of the financial planning or consulting fee payable upon execution of the Agreement and the balance due at the time the financial plan is delivered or the underlying services are rendered to completion.”
“Clients may elect to have NLFP directly debit fees from a non-qualified account or send them an invoice for payment.”

Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
2 of the 8 other planners in Rochester that publish an hourly rate charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 172
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $152,206,862
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 167055
Website: linkedin.com/company/northlanding-financial-partners/about (opens in new tab)
Phone: (585) 497-5000

Can advise clients in 4 states: Florida, New Hampshire, New York, Texas

Is something on this page wrong or out of date?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.