Prato Capital Management fees and pricing

Published fees

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

Hourly rate

$500/hr

“The hourly rate will not exceed $500 per hour with a minimum of two hours per engagement.”

Flat or project fee

$1,500⁠-⁠$10,000

“The fixed fee range is between $1,500 and $10,000.”

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

How Prato Capital Management bills

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

• “We collect one half of the agreed upon fee at the time of engagement and the remaining half upon delivery of the financial plan or consulting service.”
• “The management fee is negotiable based on the size of the account.”
• “Our management fee is billed quarterly, in advance.”

How Prato Capital Management’s fees compare

• Its hourly rate of $500 is above the New York median of $300. 84% of the 301 other New York planners that publish an hourly rate charge less.
• 4 of the 4 other planners in White Plains that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the New York median of $4,500. 65% of the 251 other New York planners that publish a flat or project fee charge less.
• 2 of the 4 other planners in White Plains that publish a flat or project fee charge less.

About Prato Capital Management

• Firm size: 4 employees.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

273

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, businesses, and other

Services reported to regulators

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

Assets managed

$224,563,710

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289917

Website

instagram.com/pratocapital (opens in new tab)

Phone

(914) 930-6871

Can advise clients in 8 states: California, Connecticut, Florida, Massachusetts, New Hampshire, New Jersey, New York, Texas

Other planners in White Plains that publish fees

• FMD Wealth Advisors LLCWhite Plains$175⁠-⁠$600/hr, $1,500⁠-⁠$10,000
• Future Proof Consulting Group LLCWhite Plains$150/hr, $1,500
• Landau Advisory LLCWhite Plains$250
• Prism Planning and Solutions GroupWhite Plains$1,800⁠-⁠$12,000, $100⁠-⁠$1,000/mo
• Saposh & Malter, Inc.White Plains$425/hr
• Yoshida Wealth Management, Inc.White Plains$250/hr, $4,800/yr

Compare all 9 planners in White Plains