Quint Investments and Insurance fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$200⁠-⁠$300/hr

“The hourly fee for these services is between $200 and $300.”

Flat or project fee

$350⁠-⁠$1,500

“The rate for creating client financial plans is between $350 and $1500.”

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

How Quint Investments and Insurance bills

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

• “Fees are paid entirely in advance, but never more than six months in advance.”
• “Clients may terminate the agreement without penalty, for full refund of HVWMG’s fees, within five business days of signing the Investment Advisory Contract.”
• “Fixed or Hourly Financial Planning fees are paid via check.”

How Quint Investments and Insurance’s fees compare

• Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $350-$1,500 is below the New York median of $4,500. 5% of the 251 other New York planners that publish a flat or project fee charge less.

About Quint Investments and Insurance

• Firm size: 9 employees.
• Registered as an adviser: 2020 (6 years).

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

1.4% a year

Clients

397

Employees

9

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

$110,371,469

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168463

Website

quintii.com (opens in new tab)

Phone

(845) 345-3628

Can advise clients in 2 states: Connecticut, New York

Other planners in New York that publish fees

• 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
• Abaya Wealth Management LLCBuffalo$2,000⁠-⁠$5,000
• Abby Advisors LLCDobbs Ferry$250/hr, $500
• Abernathy Group II LLCNew York$750/hr, $1,000/yr
• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• Acacia Grove Wealth ManagementSchenectady$300/hr

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