School of Personal Finance fees and pricing
Financial planner in Yorktown Heights, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 24, 2026, School of Personal Finance charges $200-$300 an hour and a monthly fee of $59-$300 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$300/hr
“Based Financial Planning Services Hourly Financial Planning engagements are offered at an hourly rate ranging from $200 to $300 per hour.”
- Monthly fee
- $59-$300/mo
“Ongoing Comprehensive Financial Planning Ongoing Comprehensive Financial Planning is provided for a fixed monthly fee ranging from $59 to $300 per month, depending on the complexity of the Client’s circumstances.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How School of Personal Finance bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts terminated during a month will be charged a prorated fee based on the time remaining in the billing period.”
- “Details & Billing Advisory fees are directly debited from Client accounts, or the Client may choose to pay by check.”
- “Accounts initiated or terminated during a calendar month will be charged a prorated fee based on the amount of time remaining in the billing period.”
How School of Personal Finance’s fees compare
- Its hourly rate of $200-$300 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
About School of Personal Finance
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2020 (6 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
- 1% a year
- Clients
- 32
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $28,653,053
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 307332
- Phone
- (914) 860-3615
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.