PFS Planning LLC fees and pricing
Financial planner in New York, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 26, 2026, PFS Planning LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“PFS Planning's service fee is based on time spent at an hourly rate of $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How PFS Planning LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Should a client decides to terminate the planning process before the completion of the agreed-upon financial plan, PFS Planning would prepare a final invoice for the client.”
- “At termination, the investment firm would refund any unearned management fees to the client.”
How PFS Planning LLC’s fees compare
- Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
- 27 of the 69 other planners in New York that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About PFS Planning LLC
“Planning provides personal financial planning service to clients and would review a client's personal financial plan upon request from the client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CPA.
- Registered as an adviser: 2005 (21 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 12
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119610
- Phone
- (212) 219-0125
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
Is something on this page wrong or out of date?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.