Firm
Bouchey Financial Group, Ltd.
Troy, New York
Fee-only
Bouchey Financial Group, Ltd. 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 21 employees and 1,190 individual clients, 483 of them high net worth.
- Its average account is about $478,000 (assets it manages divided by its 3,359 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Troy, New York |
|---|---|
| Website | bouchey.com |
| [email protected] | |
| Phone | (518) 720-3333 |
Bouchey Financial Group, Ltd. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Account minimum | $1,000,000 |
|---|
In the firm's words
"Our minimum is $1,000,000 in investable assets." 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 · Fixed fees |
|---|---|
| Assets managed | $1.6 billion |
| Individual clients | 707 |
| High-net-worth clients | 483 |
| Accounts managed | 3,359 |
| Employees | 21 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-51979) |
| Financial planning | Offered |
| Form ADV filed | September 4, 2026 |
| SEC record | CRD 111824 |