The Ivy League Advisory Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Fees will be based on the hourly fee of $300 per hour and charged in increments of one tenth (1/10) of one hour.”

Annual fee

$7,200/yr

“Concierge Income Plan Services are offered for an annual fee of $7,200 charged in monthly increments of $600.”

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

How The Ivy League Advisory Group, LLC bills

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

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fees are charged monthly in arrears and are based on the average daily account balance for the period for the prior month.”

How The Ivy League Advisory Group, LLC’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• Its annual fee of $7,200 is below the Arizona median of $10,000. 37% of the 43 other Arizona planners that publish an annual fee charge less.

About The Ivy League Advisory Group, LLC

• Firm size: 2 employees.
• Registered as an adviser: 2014 (12 years).

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

3% a year

Clients

194

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$35,116,035

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

172730

Website

ivybookstore.com (opens in new tab)

Phone

(603) 899-7572

Can advise clients in 3 states: Arizona, New Hampshire, Vermont

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• Abbey Hill Financial Advisors, LLCTuscon$250/hr
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