Seneca Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$500/hr

“On an hourly basis that ranges from $100 - $500 per hour, depending on the nature and complexity of the client’s circumstances and the individual providing the service.”

Annual fee

$5,000/yr

“The standard annual fee for financial planning is $5,000 but could be more or less based on the scope and complexity of each individual’s situation.”

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

How Seneca Financial Advisors LLC bills

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

• “The fixed fee will be divided into four quarterly installments payable in arrears and pro-rated for partial quarters. 2.”
• “Additional Details – Fees Based on Assets Under Management When fees are billed based on the value of assets under management, the quarterly fee is calculated based on the market value at the end of the quarter.”
• “No other invoice will be provided by Seneca Financial Advisors.”

How Seneca Financial Advisors LLC’s fees compare

• Its hourly rate of $100-$500 spans the New York median of $300. 45% of the 301 other New York planners that publish an hourly rate charge less.
• 5 of the 8 other planners in Rochester that publish an hourly rate charge less.
• Its annual fee of $5,000 is below the New York median of $6,250. 39% of the 80 other New York planners that publish an annual fee charge less.
• 1 of the 3 other planners in Rochester that publish an annual fee charge less.

About Seneca Financial Advisors LLC

• Firm size: 19 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2010 (16 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

353

Employees

19

Works with

Individuals, high net worth individuals, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$847,190,882

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

152824

Website

senecafinancialadvisors.com (opens in new tab)

Phone

(585) 203-1211

Can advise clients in 14 states: California, Colorado, Connecticut, District of Columbia, Florida, Massachusetts, Maryland, Nebraska, New Hampshire, New Jersey, New York, Oregon, Texas, Virginia

Other planners in Rochester that publish fees

• About Time Financial PlanningRochester$1,000⁠-⁠$2,000, $700⁠-⁠$3,200/qtr
• AlphansoRochester$1,200⁠-⁠$7,200/yr
• Elevation Investment ConsultingRochester$500⁠-⁠$2,000
• Fiduciary First Advising, LLCRochester$200⁠-⁠$300/hr, $1,500⁠-⁠$12,000/yr
• Highland Wealth Advisory LLCRochester$300/hr, $100⁠-⁠$5,000
• Howe and Rusling, Inc.Rochester$1,500/qtr

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