Tendful Wealth Planning fees and pricing
Financial planner in Rome, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 26, 2026, Tendful Wealth Planning charges $250 an hour, a flat or project fee of $3,000-$8,000, and an annual fee of $4,000-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 26, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $3,000-$8,000
“Fixed fee rates range between $3,000 to $8,000.”
- Annual fee
- $4,000-$10,000/yr
“Annual fees ranging from $4,000 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Tendful Wealth Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Tendful Wealth Planning’s fees compare
- Its hourly rate of $250 is below the New York median of $300. 25% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $3,000-$8,000 spans the New York median of $4,500. 62% of the 251 other New York planners that publish a flat or project fee charge less.
- Its annual fee of $4,000-$10,000 spans the New York median of $6,250. 56% of the 80 other New York planners that publish an annual fee charge less.
About Tendful Wealth Planning
- Principal: Maggie Sayers
- Solo practice: one person runs the firm, so you work directly with the planner.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- 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
- Highest asset based fee in brochure
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 341332
- Phone
- (315) 886-2178
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
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.