Pope Wealth Planning, LLC fees and pricing
Financial planner in Tarrytown, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Pope Wealth Planning, LLC charges a monthly fee of $500-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $500-$2,500/mo
“Ongoing Comprehensive Financial Planning Ongoing Financial Planning consists of an ongoing fee that is paid monthly, in arrears, at the rate of $500.00 $2,500.00 per month, depending on the complexity and needs of the client.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pope Wealth Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account may be terminated with written notice at least 30 calendar days in advance.”
- “Since fees are paid in arrears, no refund will be needed upon termination of the account.”
About Pope Wealth Planning, LLC
- Principal: Curtis Pope
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
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% a year
- Clients
- 49
- Employees
- 1
- 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
- $45,700,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 328014
- Phone
- (646) 640-6337
Other planners in Tarrytown that publish fees
- Debanyfinancial Group, LLCTarrytown$250/hr, $1,500
- Onyx Bridge Wealth Group LLCTarrytown$500-$10,000
- Stewardship Financial PlanningTarrytown$2,000-$6,000, $2,000-$5,000/yr
- The Capital Preserve, Inc.Tarrytown$250/hr, $3,000
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.