Firm
Central Park Financial Planning LLC
Rye Brook, New York
Fee-only
Central Park Financial Planning LLC 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 8 individual clients, 8 of them high net worth.
- Its average account is about $874,000 (assets it manages divided by its 11 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rye Brook, New York |
|---|---|
| Website | cpfinplan.com |
| [email protected] | |
| Phone | (212) 653-0638 |
Central Park Financial Planning LLC fees
Central Park Financial Planning LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 | Fixed fees |
|---|---|
| Assets managed | $10 million |
| High-net-worth clients | 8 |
| Accounts managed | 11 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 21, 2026 |
| SEC record | CRD 292189 |