Shelterbelt Advisors fees and pricing
Financial planner in Red Hook, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, Shelterbelt Advisors charges $200 an hour and a flat or project fee of $300-$900 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200/hr
“Our hourly rate is $200.”
- Flat or project fee
- $300-$900
“Ongoing Financial Planning GOT collects an initial fee, ranging from $300 to $900.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Shelterbelt Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are paid monthly in arrears, ranging from $200 to $600.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How Shelterbelt Advisors’ fees compare
- Its hourly rate of $200 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $300-$900 is below the New York median of $4,500. 3% of the 251 other New York planners that publish a flat or project fee charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Shelterbelt Advisors
“We offer Financial Planning and Tax Preparation Services.”
- Principal: Michael Robertson
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Clients
- 10
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331767
- Phone
- (845) 516-7270
Other planners in Red Hook that publish fees
- Third Eye Associates, LTDRed Hook$350/hr, $3,500-$6,000
- 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
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.