Sibir Investment Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 16, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$1,500

“This service may be canceled with 30 days’ notice. 7 Financial Planning Fees Fixed Fees The fixed rate for creating client financial plans is between $500 and $1,500.”

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

How Sibir Investment Advisors bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of SIA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of SIA’s fees, within five business days of signing the Financial Planning Agreement.”

How Sibir Investment Advisors’ fees compare

• Its flat or project fee of $500-$1,500 is below the New York median of $4,500. 6% of the 251 other New York planners that publish a flat or project fee charge less.
• None of the 2 other planners in Latham that publish a flat or project fee charge less.

About Sibir Investment Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

35

Employees

1

Works with

Individuals

Services reported to regulators

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

Assets managed

$6,260,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

296881

Phone

(518) 441-4125

Other planners in Latham that publish fees

• Capable Wealth, LLCLatham$300/hr, $500⁠-⁠$35,000
• Monthie Wealth AdvisorsLatham$150⁠-⁠$375/hr, $350⁠-⁠$10,000
• 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

Compare all 4 planners in Latham