Pelkonen and Associates LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$3,000⁠-⁠$22,500

“Fixed fees range from $3,000 to $22,500.”

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

How Pelkonen and Associates LLC bills

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

• “Fees may be negotiable at the sole discretion of the Advisor.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “For ongoing financial planning engagements, fees are invoiced quarterly at the beginning of each quarter, with the total annual fee due upon delivery of the financial plan each year.”

How Pelkonen and Associates LLC’s fees compare

• Its flat or project fee of $3,000-$22,500 spans the New York median of $4,500. 88% of the 251 other New York planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Melville that publish a flat or project fee charge less.

About Pelkonen and Associates LLC

• Firm size: 4 employees.
• Credentials named in the brochure: CFP® and ChFC®.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

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

317

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$293,299,775

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

305933

Website

ampwealthcare.com (opens in new tab)

Phone

(631) 396-1032

Can advise clients in 5 states: Florida, New Hampshire, New Jersey, New York, Texas

Other planners in Melville that publish fees

• Clear Point Advisors, Inc.Melville$300/hr, $500⁠-⁠$5,000
• Four Corners FinancialMelville$2,500⁠-⁠$10,000/yr
• Heller Wealth ManagementMelville$150⁠-⁠$400/hr, $1,500⁠-⁠$5,000
• J.j. Burns & CompanyMelville$3,000⁠-⁠$30,000/yr
• Landmark Wealth Management, LLCMelville$250/hr
• Li Wealth Management IncMelville$250/hr, $7,500

Compare all 15 planners in Melville