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

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