Orion-Archstone Asset Management Inc. fees
Financial planner in New York City, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 6, 2026, Orion-Archstone Asset Management Inc. (New York City, NY) charges $200 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change.
- Hourly rate
- $200/hr
Below the New York City median of $350; 1 of the 41 other planners in New York City that publish an hourly rate charges less. Below the New York State median of $300; 8% of the 165 other planners in New York State charge less.
“The hourly fees are determined after considering many factors such as level and scope of services but estimated to be $200 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2017 (9 years)
How Orion-Archstone Asset Management Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Account Portfolio Management Investment Advisory Fees are paid quarterly in advance pursuant to the terms of the Investment Advisory Agreement.”
- “Fees in the first or last quarter of service may be prorated to the inception date of the account to the end of the quarterly period.”
- “Fees may be negotiable at the discretion of the Advisor.”
About Orion-Archstone Asset Management Inc.
- Founded: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 4
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1.8 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 6, 2026
- CRD number
- 286225 (opens in new tab)
Other planners in New York City that publish fees
- Attuned Wealth LLCNew York CityAnnual $6,000-$24,000/yr
- Aspire Wealth Advisory Group, LLCNew York CityMonthly $500-$2,000/mo
- EllevestNew York CityAnnual $4,800/yr
- Foresight AdvisorsNew York CityHourly $450/hr
- Integrity Advisory Partners LLCNew York CityHourly $200-$300/hr, Flat $5,000-$50,000
- Lee Slater + AssociatesNew York CityHourly $350/hr, Annual $1,200-$12,000/yr
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.