Rooted Planning Group fees and pricing

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

According to its Form ADV Part 2A brochure dated February 24, 2026, Rooted Planning Group charges an annual fee of $6,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $6,000/yr; “Fees generally start at $6,000 per year, but this minimum may be waived or reduced at our sole discretion.”

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

“The engagement will automatically terminate upon completion of all consulting services with respect to your requested scope of topics, unless you elect to continue receiving our services under Stage 2.”
“Comprehensive Fees for this service are based on an annual fixed fee, paid in Financial quarterly or monthly increments, as elected by the client, (that Planning and Portfolio Management does not mean we have meetings quarterly or monthly), in advance.”
“Planning and Advisory fees may be directly debited from client investment accounts, or the client may choose to pay by check, via electronic funds transfer (AdvicePay), or by a combination of these methods.”

Its annual fee of $6,000 is below the New York median of $6,250. 46% of the 80 other New York planners that publish an annual fee charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

“To accommodate those individuals, we are able to provide Project‐Based Consulting Services on a flat-fee basis.”

From the firm's description of its advisory business in its Form ADV brochure.

How the firm is paid: Fixed or flat fees
Charges a % of assets: No
Clients: 218
Employees: 7
Works with: Individuals, high net worth individuals, pension and profit sharing plans, and charities
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, pension consulting, educational seminars and workshops, and other services
Assets managed: $156,991,981
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 284120
Website: linkedin.com/company/19110624 (opens in new tab)
Phone: (607) 438-2761

Is something on this page wrong or out of date?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.