Occam Capital Management, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated March 27, 2026, Occam Capital Management, LLC charges $200 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200/hr; “We charge $200 per hour for research and advice by principals and $75 per hour for administrative tasks by assistants.”

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

“When a client signs the investment management agreement, Occam Capital® typically receives authorization to debit advisory fees directly from client accounts; however, clients can elect to be billed directly.”
“Advisory accounts initiated during a calendar quarter will be charged a prorated fee.”
“Payment is due upon completion of the agreed-upon services.”

Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
None of the 5 other planners in Pittsford that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 147
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed: $67,403,243
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 108201
Website: occamcapital.com (opens in new tab)
Phone: (585) 218-0310

Can advise clients in 2 states: Florida, New York

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