The Affinity Group, LLC fees and pricing
Financial planner in Albany, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 24, 2026, The Affinity Group, LLC charges an annual fee of $2,000-$25,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,000-$25,000/yr
“For ongoing financial planning and consulting services, the fees are also negotiated but generally range from $2,000 to $25,000 per year, depending on, among other things, the complexity of the work to be performed and the professional rendering the financial planning or consulting services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Affinity Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “In certain circumstances, all fees, and their applications to family circumstances may be negotiable.”
How The Affinity Group, LLC’s fees compare
- Its annual fee of $2,000-$25,000 spans the New York median of $6,250. 74% of the 80 other New York planners that publish an annual fee charge less.
About The Affinity Group, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2023 (3 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- Insurance analysis
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 7
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and other services
- Assets managed
- $678,349
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 283819
- Phone
- (518) 776-1140
Other planners in Albany that publish fees
- Albanyadvisor Group LLCAlbany$495
- Allsquare Wealth Management, LLCAlbany$100-$300/hr, $500-$2,000
- Arista Advisory Group, LLCAlbany$150-$295/hr, Up to $10,000
- Blue Jean Financial LLCAlbany$900-$50,000
- Eden Advisory Services, LLCAlbany$80-$300/hr, $1,000-$5,000
- Lahontan Capital LLCAlbany$500/hr, $6,000
Is something on this page wrong or out of date?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.