Vanik Capital LLC fees and pricing
Financial planner in Lagrangeville, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 14, 2026, Vanik Capital LLC charges $400 an hour and a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400/hr
“Our hourly rate is $400.”
- Flat or project fee
- $20,000
“Ongoing Financial Planning VC collects an initial fee, no greater than $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Vanik Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “The fee is based on a percentage of assets under management and is negotiable.”
How Vanik Capital LLC’s fees compare
- Its hourly rate of $400 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
- Its flat or project fee of $20,000 is above the New York median of $4,500. 94% of the 251 other New York planners that publish a flat or project fee charge less.
About Vanik Capital LLC
- Principal: Michael Vanikiotis
- Solo practice: one person runs the firm, so you work directly with the planner.
- Founded: 2025.
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
- 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
- 1.25% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338232
- Phone
- (845) 418-0950
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.