PlannerFees

Professional Financial fees and pricing

Financial planner in Pittsford, New York. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 14, 2026, Professional Financial charges $600 an hour and a quarterly fee of $1,250 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$600/hr
“For hourly engagements, Paul Byron Hill CFP® is $600 per hour;”
Quarterly fee
$1,250/qtr
“Financial planning services are not provided for ancillary members of a STANDARD SCHEDULE client household who SUPERVISORY are paying less than a $1,250 quarterly fee.”

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

How Professional Financial bills

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

  • “One-time consulting services will terminate the FPC agreement upon completion unless otherwise stated.”
  • “If more hours are needed, payment is required in advance.”

How Professional Financial’s fees compare

  • Its hourly rate of $600 is above the New York median of $300. 92% of the 301 other New York planners that publish an hourly rate charge less.
  • 5 of the 5 other planners in Pittsford that publish an hourly rate charge less.

About Professional Financial

“B. Advisor offers individuals and families (including affiliated retirement plan accounts, trusts and estates, charitable arrangements, and business entities) investment management services on a discretionary and nondiscretionary basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2016 (10 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Divorce
  • 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
1.5% a year
Clients
93
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and newsletters and publications
Assets managed
$225,808,998
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
125580
Website
professionalfinancial.com (opens in new tab)
Phone
(585) 218-9080

Can advise clients in 2 states: New Hampshire, New York

Other planners in Pittsford that publish fees

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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.