Ronald A. Bartlett & Associates, LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000

“We charge a fixed fee of $1,000 for investment and financial consulting services.”

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

How Ronald A. Bartlett & Associates, LTD bills

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

• “The fixed fee is considered earned by the firm upon completion of two (2) consulting hours and shall be due upon the client's receipt of an invoice from Ronald A.”
• “The client services agreement automatically terminates upon completion of the consultation meetings and therefore no on-going reviews are provided.”
• “Bartlett & Associates shall charge a pro-rated fee based on the amount of time actually expended billed in 1/4 increments.”

How Ronald A. Bartlett & Associates, LTD’s fees compare

• Its flat or project fee of $1,000 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.

About Ronald A. Bartlett & Associates, LTD

• Firm size: 2 employees.
• Credentials named in the brochure: EA.
• Registered as an adviser: 2009 (17 years).

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

2.3% a year

Clients

143

Employees

2

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications

Assets managed

$13,539,821

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

147038

Website

ronbarretire.com (opens in new tab)

Phone

(718) 461-7632

Can advise clients in 5 states: Florida, Georgia, New Jersey, New York, Texas

Other planners in Flushing that publish fees

• HHL Wealth Advisors Inc.Flushing$1,000
• 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

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