PlannerFees

Wank & Liptzin Advisory Services LLC fees and pricing

Financial planner in Garden City, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated January 26, 2026, Wank & Liptzin Advisory Services LLC charges $285 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 26, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$285/hr
“Clients are charged a fee of $285 per hour for both financial planning and investment advisory services rendered.”

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

How Wank & Liptzin Advisory Services LLC bills

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

  • “To ensure the equal treatment of all clients, the Firm's fees are generally not negotiable, though we reserve the right to negotiate fees for unusual circumstances such as the inability to pay due to insolvency, unexpected unemployment or illness.”
  • “Wank & Liptzin Advisory Services LLC bills its clients when services are rendered.”
  • “The fees are billed directly to the clients.”

How Wank & Liptzin Advisory Services LLC’s fees compare

  • Its hourly rate of $285 is below the New York median of $300. 44% of the 301 other New York planners that publish an hourly rate charge less.
  • 3 of the 6 other planners in Garden City that publish an hourly rate charge less.
  • It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Wank & Liptzin Advisory Services LLC

“The Firm provides investment advisory services and financial planning services to individuals, businesses, estates and trusts. The principal business of the Firm is to provide financial planning services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 2 employees.
  • Registered as an adviser: 1998 (28 years).

Firm details from Form ADV

How the firm is paid
Hourly fees
Charges a % of assets
No
Clients
13
Employees
2
Works with
Individuals and pension and profit sharing plans
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$19,000,000
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
126215
Phone
(516) 739-0555

Other planners in Garden City that publish fees

Compare all 15 planners in Garden City

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.