Saposh & Malter, Inc. fees and pricing
Financial planner in White Plains, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 23, 2026, Saposh & Malter, Inc. charges $425 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $425/hr
“Fees for a separate financial plan are negotiated at the time of the engagement for such services and are normally based on an hourly fee of $425.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Saposh & Malter, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “When a client’s household assets reach the next tier, the fee for the entire portfolio is billed at the new tier fee.”
- “Portfolio management fees are generally payable quarterly in advance.”
- “If management begins after the start of a quarter, fees will be prorated accordingly.”
How Saposh & Malter, Inc.’s fees compare
- Its hourly rate of $425 is above the New York median of $300. 77% of the 301 other New York planners that publish an hourly rate charge less.
- 3 of the 4 other planners in White Plains that publish an hourly rate charge less.
About Saposh & Malter, Inc.
“General Information Sapsoh & Malter Inc., (“SM”) formed in 1998 in New York, provides investment management and financial planning services to its clients.”
- Firm size: 2 employees.
- Credentials named in the brochure: CFP® and CFA.
- Registered as an adviser: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 3% a year
- Minimum
- $100,000 in assets (stated in brochure)
- Clients
- 16
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $24,600,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 119514
- Phone
- (646) 876-5220
Other planners in White Plains that publish fees
- FMD Wealth Advisors LLCWhite Plains$175-$600/hr, $1,500-$10,000
- Future Proof Consulting Group LLCWhite Plains$150/hr, $1,500
- Landau Advisory LLCWhite Plains$250
- Prato Capital ManagementWhite Plains$500/hr, $1,500-$10,000
- Prism Planning and Solutions GroupWhite Plains$1,800-$12,000, $100-$1,000/mo
- Yoshida Wealth Management, Inc.White Plains$250/hr, $4,800/yr
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.