Sheehan Financial Advisors, LLC fees and pricing
Financial planner in Brightwaters, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 21, 2026, Sheehan Financial Advisors, LLC charges $495 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $495/hr
“Alternatively, clients may also be billed at our standard hourly rate of $495 per hour if they choose to engage us on an hourly fee for service arrangement.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sheehan Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The balance is due upon delivery of the plan.”
- “The fee is payable in full when client is presented with the written financial plan.”
- “They generally charge fees that are payable quarterly, in advance, based on assets under management.”
How Sheehan Financial Advisors, LLC’s fees compare
- Its hourly rate of $495 is above the New York median of $300. 83% of the 301 other New York planners that publish an hourly rate charge less.
About Sheehan Financial Advisors, LLC
“Referrals to third party investment advisor programs Financial Planning Services - The scope of the financial planning services we offer range from plans that cover a single financial area to a full comprehensive financial plan, based upon the client's goals and objectives.”
- Firm size: 3 employees.
- Credentials named in the brochure: CPA.
- Founded: 2000 (26 years).
Planning areas mentioned in the brochure
- College planning
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
- 67
- Employees
- 3
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and selecting other advisers
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 126560
- Phone
- (631) 665-7040
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.