The Mustico Financial Group, Inc. fees and pricing
Financial planner in Elmira, New York. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 20, 2026, The Mustico Financial Group, Inc. charges $150-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $150-$250/hr
“Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $150 to $250 per hour.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Mustico Financial Group, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client is billed in arrears based on actual hours accrued.”
- “Any fee we may implement will be billed quarterly in advance and is due and payable within 30 days of invoicing.”
- “Advisor shall calculate and refund the prorated portion of the management fees for the quarter after the date of termination, less any earned fees owed to Advisor.”
How The Mustico Financial Group, Inc.’s fees compare
- Its hourly rate of $150-$250 is below the New York median of $300. 11% of the 301 other New York planners that publish an hourly rate charge less.
About The Mustico Financial Group, Inc.
- Firm size: 4 employees.
- Registered as an adviser: 2007 (19 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.95% a year
- Clients
- 460
- Employees
- 4
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $316,510,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125763
- Phone
- (607) 733-7935
Can advise clients in 3 states: Florida, New York, Pennsylvania
Other planners in New York that publish fees
- 4Thought Financial Group Inc.Syosset$200/hr, $100/mo
- Abaya Wealth Management LLCBuffalo$2,000-$5,000
- Abby Advisors LLCDobbs Ferry$250/hr, $500
- Abernathy Group II LLCNew York$750/hr, $1,000/yr
- About Time Financial PlanningRochester$1,000-$2,000, $700-$3,200/qtr
- Acacia Grove Wealth ManagementSchenectady$300/hr
Is something on this page wrong or out of date?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.