Stacey Braun Associates Inc fees and pricing
Financial planner in New York, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 19, 2026, Stacey Braun Associates Inc charges an annual fee of $1,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $1,000/yr
“In no event will the annual fee charged to a participant exceed a maximum of $1,000 per year.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stacey Braun Associates Inc bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Some clients are billed at the beginning of each quarter for which services are provided and others are billed at the end of such quarter, in accordance with the agreement with each client.”
- “No fee is payable until Stacey Braun renders an invoice to the client.”
- “Such invoice is accompanied by a valuation of the assets upon which the computation of the fee is based.”
How Stacey Braun Associates Inc’s fees compare
- Its annual fee of $1,000 is below the New York median of $6,250. 8% of the 80 other New York planners that publish an annual fee charge less.
- 1 of the 22 other planners in New York that publish an annual fee charge less.
About Stacey Braun Associates Inc
“Stacey Braun provides managed account services and financial planning services to individuals, pension, 401(k) and profit sharing plans, corporations and trusts, welfare, employee stock ownership plans, insurance trusts, foundations, annuity, apprenticeship and retraining, education, severance, unemployment,…”
- Firm size: 17 employees.
- Registered as an adviser: 1975 (51 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Cash flow and budgeting
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
- Clients
- 895
- Employees
- 17
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, state and local governments, businesses, and other
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and educational seminars and workshops
- Assets managed
- $5,500,200,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 105056
- Phone
- (212) 226-7707
Can advise clients in 10 states: California, Connecticut, Florida, Massachusetts, Maryland, New Jersey, New York, Pennsylvania, Texas, Virginia
Other planners in New York that publish fees
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- Allegory AdvisoryNew York$240/hr
- Altfest Personal Wealth ManagementNew York$250/hr, $1,250/qtr
- American Centurion Financial LLCNew York$475/hr
- American Financial & Tax Strategies, Inc.New York$660/hr, $2,500/qtr
- Amvoy WealthNew York$1,000-$20,000
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.