South Pointe Advisors LLC fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated May 4, 2026, South Pointe Advisors LLC charges $400 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $400/hr; “We may charge a fee of $400.00 per hour or more for our financial planning services for clients, which may be negotiable under certain circumstances or established as flat rate dependent on the client’s needs and complexity.”

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

“Fees are generally billed quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
“Fees for services to be performed will not be collected six or more months in advance. 6 We may from time to time unilaterally amend our fees and billing arrangements.”
“For clients billed in quarterly in advance, fees will be refunded for the number of days remaining in the billing period.”

Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
38 of the 69 other planners in New York that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2021 (5 years).

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: 2% a year
Employees: 1
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
Assets managed: $11,848,077
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 317019
Phone: (646) 912-9371

Can advise clients in 2 states: Florida, New York

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