The Capital Preserve, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 4, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Clients are generally billed at the rate of $250 an hour not to exceed a total of $3,000 per project or a fixed fee not to exceed $3,000 per project.”

Flat or project fee

$3,000

From the same sentence as above.

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

How The Capital Preserve, Inc. bills

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

• “Fees are negotiable based on the complexity of project, amount of research, number of meetings, and staff resources the project will required.”
• “Hourly and fixed fees are due and payable upon completion of the plan or services.”
• “Clients will have a period of five (5) business days from the date of signing an agreement to unconditionally rescind the agreement and receive a full refund of all fees.”

How The Capital Preserve, Inc.’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 is below the New York median of $4,500. 36% of the 251 other New York planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Tarrytown that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About The Capital Preserve, Inc.

• Firm size: 2 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

2

Services reported to regulators

Financial planning

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

130170

Website

capitalpreserve.com (opens in new tab)

Phone

(914) 332-1100

Other planners in Tarrytown that publish fees

• Debanyfinancial Group, LLCTarrytown$250/hr, $1,500
• Onyx Bridge Wealth Group LLCTarrytown$500⁠-⁠$10,000
• Pope Wealth Planning, LLCTarrytown$500⁠-⁠$2,500/mo
• Stewardship Financial PlanningTarrytown$2,000⁠-⁠$6,000, $2,000⁠-⁠$5,000/yr

Compare all 5 planners in Tarrytown