Panther Asset Management, Inc. fees and pricing

Financial planner in Lake Grove, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 14, 2026, Panther Asset Management, Inc. charges $200⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $200⁠-⁠$500/hr; “Simple consultation and portfolio review Detail analysis and financial plan creation $200 per hour $500 per hour”

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

Its hourly rate of $200-$500 spans the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CPA and CFA.
Registered as an adviser: 2003 (23 years).

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: 2% a year
Clients: 8
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and other services
Assets managed: $425,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 126868
Phone: (631) 559-5932

Is something on this page wrong or out of date?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