The Butler Group 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 April 24, 2026, The Butler Group LLC charges a flat or project fee of $750-$2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $750-$2,500
“How we are compensated Financial planning/budgeting and general consultation fees have 2 components: ~a) Our negotiable hourly fee is up to $300/hour and is paid post-consultation; ~b) Written financial planning fees range from $750 to $2,500 per plan, depending on the complexity of your financial situation.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Butler Group LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Hourly fees are billed upon completion of consultation.”
- “For written financial plans, half the fee is payable in advance, the rest upon presentation of the plan.”
- “Do we charge in advance We charge only one fee in advance.”
How The Butler Group LLC’s fees compare
- Its flat or project fee of $750-$2,500 is below the New York median of $4,500. 21% of the 251 other New York planners that publish a flat or project fee charge less.
- 6 of the 52 other planners in New York that publish a flat or project fee charge less.
About The Butler Group LLC
“Description of advisory services we offer The Butler Group has always been a small firm specializing in financial planning and managing client investment portfolios.”
- Principal: Tabor W. Butler
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2004 (22 years).
Planning areas mentioned in the brochure
- Retirement planning
- 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
- 2% a year
- Clients
- 15
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $21,863,726
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 131814
- Phone
- (917) 969-8993
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
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