Rosci Lamb, LLC fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 12, 2026, Rosci Lamb, LLC charges $350 an hour and a flat or project fee of $10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“The maximum hourly fee to be charged will not exceed $350.”
- Flat or project fee
- $10,000
“Flat fees will not exceed $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rosci Lamb, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in arrears based on the value of the account(s) on the last day of the previous quarter.”
- “In some cases, our firm will agree to directly invoice.”
- “Fees are negotiable and will be deducted from client account(s).”
How Rosci Lamb, LLC’s fees compare
- Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
- 27 of the 69 other planners in New York that publish an hourly rate charge less.
- Its flat or project fee of $10,000 is above the New York median of $4,500. 83% of the 251 other New York planners that publish a flat or project fee charge less.
- 35 of the 52 other planners in New York that publish a flat or project fee charge less.
About Rosci Lamb, LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
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
- Clients
- 15
- Employees
- 1
- Works with
- High net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $64,973,156
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337278
- Phone
- (646) 479-9965
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.