Triple Play Planning, LLC fees and pricing

Published fees

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

Hourly rate

$250/hr

“Our hourly rate is $250.”

Flat or project fee

$1,000⁠-⁠$10,000

“Fixed fee rates range between $1,000 - $10,000.”

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

How Triple Play Planning, LLC bills

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

• “The fee is based on a percentage of assets under management and is negotiable.”
• “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
• “Fees are paid quarterly in advance, ranging from $500 - $2,000.”

How Triple Play Planning, LLC’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.
• 2 of the 2 other planners in Amherst that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the New York median of $4,500. 62% of the 251 other New York planners that publish a flat or project fee charge less.

About Triple Play Planning, LLC

• Principal: Jeffrey Arber
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2023 (3 years).

Planning areas mentioned in the brochure

• 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

35

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and selecting other advisers

Assets managed

$8,370,373

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

329117

Website

tripleplayplanning.com (opens in new tab)

Phone

(716) 250-2772

Other planners in Amherst that publish fees

• Financial Planning CenterAmherst$125⁠-⁠$250/hr
• Orchestral Financial Group Inc.Amherst$125⁠-⁠$300/hr, $1,500⁠-⁠$10,000
• 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

Compare all 5 planners in Amherst