Rochester Investments fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Rochester Investments charges an hourly financial planning fees of $250 per hour.”

Flat or project fee

$2,500⁠-⁠$4,500

“$2,500 for Silver Financial Plan $3,500 for Gold Financial Plan $4,500 for Platinum Financial Plan For the portion of the clients' portfolio invested in registered investment companies, the client generally pays two sets of fees.”

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

How Rochester Investments bills

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

• “Fees are negotiable and therefore may vary by client.”
• “The hourly fee is billed to clients opting to pay per hour rather than paying as a percentage of assets under management, or for any other services requested by the clients.”
• “Accounts initiated or terminated during a calendar quarter are charged a prorated fee in the following quarter.”

How Rochester Investments’ fees compare

• Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
• 2 of the 8 other planners in Rochester that publish an hourly rate charge less.
• Its flat or project fee of $2,500-$4,500 is below the New York median of $4,500. 44% of the 251 other New York planners that publish a flat or project fee charge less.
• 4 of the 7 other planners in Rochester that publish a flat or project fee charge less.

About Rochester Investments

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2019 (7 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• 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% a year

Minimum

No minimum stated in brochure

Clients

147

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$69,546,598

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306782

Website

rochesterinvestments.com (opens in new tab)

Phone

(585) 568-6656

Can advise clients in 2 states: New York, Texas

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr

Compare all 23 planners in Rochester