Firm
Eagle Tax Planning & Advisory Grp. LLC
Ozone Park, New York
Fee-only
Eagle Tax Planning & Advisory Grp. 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 81 individual clients.
- Its average account is about $86,000 (assets it manages divided by its 81 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Ozone Park, New York |
|---|---|
| Website | eagletaxplanning.com/eagletaxplanning.aspx |
| [email protected] | |
| Phone | (718) 441-7011 |
Eagle Tax Planning & Advisory Grp. LLC fees
Eagle Tax Planning & Advisory Grp. LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 81 |
| Accounts managed | 81 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 124875 |