Stkeros Financial Planning, 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 19, 2026, Stkeros Financial Planning, LLC charges $360 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $360/hr
“As of this notice, our hourly rate is $360 for new clients and is not negotiable.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stkeros Financial Planning, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Upon termination, we will invoice you for any completed planning time which has not yet been invoiced.”
- “Fees for such services are negotiable but begin at $1200 for a typical one-hour lecture.”
- “All Services Provided by STK Planning We send invoices monthly for any work completed during the previous month.”
How Stkeros Financial Planning, LLC’s fees compare
- Its hourly rate of $360 is above the New York median of $300. 68% of the 301 other New York planners that publish an hourly rate charge less.
- 36 of the 69 other planners in New York that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Stkeros Financial Planning, LLC
“Planning provides fee-only financial planning and investment-related services to individuals, families, and small businesses exclusively through hourly arrangements.”
- Firm size: 2 employees.
- Registered as an adviser: 2013 (13 years).
Planning areas mentioned in the brochure
- Tax planning
- Estate planning
- College planning
- Business owners
- Social Security
- Insurance analysis
- 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
- 150
- Employees
- 2
- 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
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169383
- Phone
- (646) 661-2525
Can advise clients in 4 states: California, Louisiana, New York, South Dakota
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.