Polero Ice Advisers 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 18, 2026, Polero Ice Advisers charges $325 an hour and an annual fee of $7,000-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $325/hr
“The Firm is compensated solely by its clients, in one or more of the following ways, depending on the services requested: 1. a retainer fee for account management and ongoing nancial assistance 2. an hourly rate of $325/hour 3. a pre-agreed fee for a comprehensive plan or a module of a nancial plan When a client…”
- Annual fee
- $7,000-$15,000/yr
“Annual fees typically range from $7,000 -$15,000 for individual clients and couples, and include nancial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Polero Ice Advisers bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid by check, Venmo or Zelle, but are never deducted directly from a managed account.”
- “No additional fees will be incurred after the 2week period has ended, and if the client had prepaid any fees, they will be refunded on a pro-rata basis.”
- “These fund fees are deducted internally by the fund managers, and not invoiced separately.”
How Polero Ice Advisers’ fees compare
- Its hourly rate of $325 is above the New York median of $300. 59% of the 301 other New York planners that publish an hourly rate charge less.
- 26 of the 69 other planners in New York that publish an hourly rate charge less.
- Its annual fee of $7,000-$15,000 is above the New York median of $6,250. 69% of the 80 other New York planners that publish an annual fee charge less.
- 15 of the 22 other planners in New York that publish an annual fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Polero Ice Advisers
“The Firm offers fee-only nancial planning and investment advisory services. In addition to investment advisory, the Firm provides advice in the areas of retirement planning, insurance and credit management.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- Retirement planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 59
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $106,028,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 148790
- Phone
- (917) 837-0440
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.