PlannerFees

S Conway Consulting, LLC fees and pricing

Financial planner in Ithaca, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 24, 2026, S Conway Consulting, LLC charges $300 an hour and a flat or project fee of $2,400 for financial planning.

Published fees

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

Hourly rate
$300/hr
“Fees for limited engagements are typically charged on an hourly basis at a rate of $300 per hour, billed in fifteen-minute increments.”
Flat or project fee
$2,400
“Comprehensive financial plans are typically $2,400 for a household estate that does not involve irrevocable trusts or small business coordination.”

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

How S Conway Consulting, LLC bills

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

  • “Fees are negotiable at our sole discretion; we will consider the complexity of the engagement and the level of uncertainty about the client’s estate in fee negotiations.”
  • “Fees will not be collected for services to be performed more than six months in advance.”
  • “Clients have the choice to pay online using a credit card, bank account, or PayPal; alternately, they can send a paper check.”

How S Conway Consulting, LLC’s fees compare

  • Its hourly rate of $300 matches the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
  • 1 of the 2 other planners in Ithaca that publish an hourly rate charge less.
  • Its flat or project fee of $2,400 is below the New York median of $4,500. 25% of the 251 other New York planners that publish a flat or project fee charge less.

About S Conway Consulting, LLC

“S Conway Consulting, LLC provides comprehensive, specific, and as-needed financial planning and investment advice services to individuals of all backgrounds, experience levels, and net worth.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Samuel Conway
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Business owners

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
0.75% a year
Clients
47
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
$16,084,234
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
305970
Website
conwayfinancialplan.com (opens in new tab)
Phone
(202) 812-1805

Can advise clients in 3 states: California, Indiana, New York

Other planners in Ithaca that publish fees

Compare all 4 planners in Ithaca

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.