Safe Harbor Asset Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$275/hr

“The maximum hourly fee to be charged will not exceed $275.”

Flat or project fee

$1,500⁠-⁠$5,000

“Flat fees range from $1,500 to $5,000.”

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

How Safe Harbor Asset Management, Inc. bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) assets on the date it is deducted.”
• “Fees are negotiable and will be deducted from client account(s).”
• “Our firm bills on cash balances unless otherwise indicated in writing.”

How Safe Harbor Asset Management, Inc.’s fees compare

• Its hourly rate of $275 is below the New York median of $300. 41% of the 301 other New York planners that publish an hourly rate charge less.
• None of the 2 other planners in Huntington that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the New York median of $4,500. 41% of the 251 other New York planners that publish a flat or project fee charge less.

About Safe Harbor Asset Management, Inc.

• Firm size: 4 employees.
• Registered as an adviser: 2014 (12 years).

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

2.5% a year

Clients

25

Employees

4

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, educational seminars and workshops, and other services

Assets managed

$26,809,575

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

124787

Website

twitter.com/topadvisor (opens in new tab)

Phone

(631) 421-4341

Other planners in Huntington that publish fees

• Eagle's Crest Advisors, LLCHuntington$150⁠-⁠$500/hr
• N Financial PlansHuntington$500⁠-⁠$1,000/hr, $500⁠-⁠$20,000
• 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

Compare all 5 planners in Huntington