Raimond Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150/hr

“Fees for Non-Supervisory Investment Services and Comprehensive Financial Planning - These services are provided at a rate of $150 per hour.”

Annual fee

$500/yr

“The minimum free for this arrangement is $500 annually.”

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

How Raimond Wealth Management LLC bills

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

• “Clients are invoiced for a 3-month service period only after comprehensive financial planning has been completed and investment supervisory services have been initiated.”
• “If the service agreement is terminated prior to the end of the six-month service period, the client is entitled to a refund of the unearned portion of the fee paid.”
• “The client will be entitled to a full refund if notice of termination is given within five days of signing the service agreement.”

How Raimond Wealth Management LLC’s fees compare

• Its hourly rate of $150 is below the New York median of $300. 3% of the 301 other New York planners that publish an hourly rate charge less.
• Its annual fee of $500 is below the New York median of $6,250. 1% of the 80 other New York planners that publish an annual fee charge less.

About Raimond Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2004 (22 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

0.6% a year

Clients

10

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$70,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

126302

Website

rmndfnncl.cs (opens in new tab)

Phone

(716) 816-8773

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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