Firm
Alphanso
Rochester, New York
Fee-only
Facts
| Based in | Rochester, New York |
|---|---|
| Website | alphanso.ai |
| Phone | (682) 215-8684 |
Alphanso fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $1,200 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"$1,600 $1,200 /yearly" source
"No minimums, no asset transfers." source
"$1,600 $1,200 /yearly" source
"No AUM fees, no commissions, and no surprises - just expert planning at a fixed rate." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Subscription · Fixed fees · Performance-based fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 7 |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 324030 |