Third Eye Associates, LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“$350 per hour, payable upon completion of project or at the end of each month (or other agreed upon time) as invoiced by TEA.”

Flat or project fee

$3,500⁠-⁠$6,000

“Financial Life Planning Programs Business Owners— $7,500+ six-month rate (24+ hrs) 8 - 2-hour sessions w/Planner 4 hours Consulting sessions 1 Financial Plan (4 hrs) Couples— $6,000+ six-month rate (20+ hrs) 8 - 2-hour sessions w/Planner 4 hours Consulting sessions 1 Financial Plan (4 hrs) Standard— $5,000+…”

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

How Third Eye Associates, LTD bills

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

• “Our fees are negotiable and are charged in accordance with the fee schedule below.”
• “Six-month, fixed retainer fees are generally payable with one half (1/2) due upon execution of the advisory agreement.”
• “The two remaining one-quarter (1/4) payments are due upon your receipt of our invoice, within a 3-month interval.”

How Third Eye Associates, LTD’s fees compare

• Its hourly rate of $350 is above the New York median of $300. 62% of the 301 other New York planners that publish an hourly rate charge less.
• Its flat or project fee of $3,500-$6,000 spans the New York median of $4,500. 51% of the 251 other New York planners that publish a flat or project fee charge less.

About Third Eye Associates, LTD

• Firm size: 3 employees.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2009 (17 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

1.2% a year

Clients

211

Employees

3

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

149627

Website

thirdeyeassociates.com (opens in new tab)

Phone

(845) 752-2216

Can advise clients in 10 states: California, Connecticut, District of Columbia, Florida, Louisiana, North Carolina, New Jersey, New York, Pennsylvania, Virginia

Other planners in Red Hook that publish fees

• Shelterbelt AdvisorsRed Hook$200/hr, $300⁠-⁠$900
• 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

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