Orchestral Financial Group Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$125⁠-⁠$300/hr

“Our hourly fee ranges from $125 to $300 per hour, depending on the nature of our services and complexity of your circumstances.”

Flat or project fee

$1,500⁠-⁠$10,000

“Our fixed fee typically ranges from $1,500 - $10,000 for an analysis and subsequent plan.”

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

How Orchestral Financial Group Inc. bills

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

• “After that, you may elect to request further services, as needed, payable at our agreed upon hourly rate.”
• “We charge our fee quarterly in advance based on a percentage of the market value of the employer sponsored benefit plan’s assets under our management.”

How Orchestral Financial Group Inc.’s fees compare

• Its hourly rate of $125-$300 is below the New York median of $300. 20% of the 301 other New York planners that publish an hourly rate charge less.
• 1 of the 2 other planners in Amherst that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the New York median of $4,500. 65% of the 251 other New York planners that publish a flat or project fee charge less.

About Orchestral Financial Group Inc.

• Firm size: 2 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

88

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$14,128,627

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

144346

Website

orchestralfinancial.com (opens in new tab)

Phone

(716) 691-4288

Other planners in Amherst that publish fees

• Financial Planning CenterAmherst$125⁠-⁠$250/hr
• Triple Play Planning, LLCAmherst$250/hr, $1,000⁠-⁠$10,000
• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr

Compare all 5 planners in Amherst