Rosemark Advisors, Inc. fees and pricing
Financial planner in Bohemia, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 5, 2026, Rosemark Advisors, Inc. charges a flat or project fee of $500-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $500-$5,000
“The fixed fees charged to a client, for the preparation of a financial plan, typically range from $500 to $5,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Rosemark Advisors, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee for each plan is quoted in advance, but not prepaid.”
- “Fees are negotiable and often the service is provided without a fee.”
- “All financial planning fees are quoted in advance, prior to the commencement of any work.”
How Rosemark Advisors, Inc.’s fees compare
- Its flat or project fee of $500-$5,000 spans the New York median of $4,500. 32% of the 251 other New York planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Rosemark Advisors, Inc.
“Consider new strategies that could be introduced that help a client meet their retirement goals.”
- Firm size: 5 employees.
- Founded: 2013 (13 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees
- Charges a % of assets
- No
- Employees
- 5
- Services reported to regulators
- Financial planning and other services
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 173677
- Phone
- (631) 699-2664
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
Is something on this page wrong or out of date?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.