Sloan Advisory Group, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$325/hr

“In the event of early termination, the client will be billed for the hours worked at a rate of $325.00 per hour.”

Flat or project fee

$4,500⁠-⁠$15,000

“The fixed fee can range between $4,500 and $15,000.00.”

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

How Sloan Advisory Group, Inc. bills

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

• “The annual fees are negotiable and are pro-rated and paid in advance on a quarterly basis.”
• “Advisory fees are directly debited from client accounts, or the client may choose to pay by check.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”

How Sloan Advisory Group, Inc.’s fees compare

• Its hourly rate of $325 is above the New York median of $300. 59% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $4,500-$15,000 is above the New York median of $4,500. 82% of the 251 other New York planners that publish a flat or project fee charge less.

About Sloan Advisory Group, Inc.

• Principal: Rachel Sloan
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2009 (17 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

Minimum

$10,000 minimum fee (stated in brochure)

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

$63,564,032

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

284325

Website

linkedin.com/in/rachelsloan (opens in new tab)

Phone

(888) 978-8880

Can advise clients in 3 states: New York, Oregon, Texas

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

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