T.s. Financial Planning 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

$200/hr

“Consultation Services are offered based on an hourly fee of $200 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Full Financial Planning Services are offered based on a flat fee between $500 and $5,000.”

Annual fee

$500⁠-⁠$5,000/yr

“The fixed annual fee ranges from $500 to $5,000 and is negotiable.”

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

How T.s. Financial Planning bills

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

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous billing period.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The annual fee is negotiable and is charged as a percentage of the Included Assets.”

How T.s. Financial Planning’s fees compare

• Its hourly rate of $200 is below the New Hampshire median of $275. 15% of the 52 other New Hampshire planners that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 is below the New Hampshire median of $5,400. 30% of the 37 other New Hampshire planners that publish a flat or project fee charge less.
• Its annual fee of $500-$5,000 is below the New Hampshire median of $7,100. 14% of the 14 other New Hampshire planners that publish an annual fee charge less.

About T.s. Financial Planning

• Principal: Theodore Svirbly
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

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

1.65% a year

Clients

22

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$3,200,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

334585

Phone

(845) 303-6221

Other planners in New Hampshire that publish fees

• Applied Capital Management, LLCLondonderry$350/hr
• Arca Wealth, LLCPortsmouth$200⁠-⁠$300/hr
• Aurelius Family Office, LLCBedford$2,000⁠-⁠$10,000
• Axiom Advisors, LLCBedford$200⁠-⁠$625/hr, $600⁠-⁠$25,000
• Aztec Financial Group, LLCDover$1,500
• Bartley Financial Advisors, LLCBedford$6,000/yr

Compare all 112 planners in New Hampshire