Sarsi, LLC fees and pricing

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

According to its Form ADV Part 2A brochure dated June 22, 2026, Sarsi, LLC charges $350 an hour and an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 22, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $350/hr; “Fees incurred prior to the date of termination will be calculated at an hourly rate of $350 depending upon the complexity of the situation and the needs of the client.”
Annual fee: $5,000/yr; “Clients that pay our minimum fee of $5,000 per year are offered ongoing financial planning services as part of the asset-based fee.”

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

“Investment Advisory fees are withdrawn directly from the client’s accounts with client’s written authorization Fees are paid quarterly in arrears and because fees are charged in arrears, no refund policy is necessary.”
“Form ADV 2A Version: 6/22/2026 9 Clients may terminate the contract without penalty, for full refund, within five business days of signing the contract.”
“Fees for terminated contracts are levied on a pro-rata basis.”

Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
Its annual fee of $5,000 is below the New Jersey median of $6,318. 30% of the 47 other New Jersey planners that publish an annual fee charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2010 (16 years).

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: 1% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 57
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
Assets managed: $46,044,507
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 168399
Website: feeonlynetwork.com (opens in new tab)
Phone: (917) 446-9601

Can advise clients in 2 states: New Jersey, New York

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