Prism Planning and Solutions Group fees and pricing
Financial planner in White Plains, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 28, 2026, Prism Planning and Solutions Group charges a flat or project fee of $1,800-$12,000, a monthly fee of $100-$1,000, and an annual fee of $2,000-$4,100 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 28, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,800-$12,000
“Services fees range from $1,800 to $12,000.”
- Monthly fee
- $100-$1,000/mo
“Financial Coaching Services fees shall be charged monthly in advance and may range from $100 to $1,000 per month based on frequency, service delivery, complexity of the client’s financial situation, as well as Prism resources being utilized. 9 Estate Planning Services fees range from $250 - $1,500, depending on the…”
- Annual fee
- $2,000-$4,100/yr
“Since these fees also include Advice Services, a minimum annual fee of $2,000, $3,000 or $4,100 shall apply, based on the client’s needs and circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Prism Planning and Solutions Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our advisory fees are generally negotiable depending on the needs of the client and the complexity of the services being provided.”
- “Fees paid by invoice may be paid by check, AdvicePay, Zelle, ACH or credit card.”
- “Clients may terminate Advice Services engagements within five (5) days of initial payment and receive a full refund.”
How Prism Planning and Solutions Group’s fees compare
- Its flat or project fee of $1,800-$12,000 spans the New York median of $4,500. 74% of the 251 other New York planners that publish a flat or project fee charge less.
- 4 of the 4 other planners in White Plains that publish a flat or project fee charge less.
- Its annual fee of $2,000-$4,100 is below the New York median of $6,250. 25% of the 80 other New York planners that publish an annual fee charge less.
- 1 of the 2 other planners in White Plains that publish an annual fee charge less.
About Prism Planning and Solutions Group
- Firm size: 5 employees.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Equity compensation
- 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
- 1.5% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 426
- Employees
- 5
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $157,013,593
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 340003
- Phone
- (914) 831-3050
Can advise clients in 7 states: California, Connecticut, Florida, Illinois, New Jersey, New York, Utah
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
- Prato Capital ManagementWhite Plains$500/hr, $1,500-$10,000
- Saposh & Malter, Inc.White Plains$425/hr
- Yoshida Wealth Management, Inc.White Plains$250/hr, $4,800/yr
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.