Firm
Boerum Hill Financial Advisors
Brooklyn, New York
Fee-only
Boerum Hill Financial Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 87 individual clients, 7 of them high net worth.
- Its average account is about $251,000 (assets it manages divided by its 185 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Brooklyn, New York |
|---|---|
| Website | boerumhillfa.com |
| Phone | (516) 695-1610 |
Boerum Hill Financial Advisors 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.
| One-time plan | From $2,500 |
|---|---|
| Account minimum | $100,000 |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"FEE: Commonly $2,500 to $4,500 depending on complexity" source
"FEE: Up to 1.0% of securities under management (minimum $100,000)" source
"FEE: Up to 1.0% of securities under management (minimum $100,000)" source
"FEE: Commonly $2,500 to $4,500 depending on complexity" 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $46 million |
| Individual clients | 80 |
| High-net-worth clients | 7 |
| Accounts managed | 185 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-129959) |
| Financial planning | Offered |
| Form ADV filed | January 22, 2026 |
| SEC record | CRD 288987 |