Oppenheimer + Close, LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Oppenheimer + Close, LLC charges $450 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
- $450/hr
“Oppenheimer at $450/hour, Carl K.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Oppenheimer + Close, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable in certain circumstances.”
- “When a client relationship terminates, fees collected in advance are promptly refunded on a pro-rata basis.”
- “The amount is calculated on a calendar day basis, prorated to the termination date and credited to the client’s account.”
How Oppenheimer + Close, 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.
About Oppenheimer + Close, LLC
“In the process of obtaining the information, we may provide ancillary financial planning and consultative services including asset allocation, risk management and income planning.”
- Firm size: 5 employees.
- Founded: 1984 (42 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 0.75% a year
- Clients
- 126
- Employees
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $93,012,013
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 15168
- Phone
- (212) 489-7527
Can advise clients in 11 states: Arizona, California, Connecticut, District of Columbia, Florida, Massachusetts, New Hampshire, New Jersey, New York, Pennsylvania, Texas
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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