Firm
Educated Financial Planning
Astoria, New York
Fee-only
Facts
| Based in | Astoria, New York |
|---|---|
| Website | educatedfinancialplanning.com |
| Phone | (203) 415-0148 |
Educated Financial Planning 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 $3,000 a year |
|---|---|
| One-time plan | From $500 |
| How it charges | Ongoing planning fee · One-time plans or projects · Flat fee |
In the firm's words
"Individuals: Starting at $3,000, plus initial planning fee of $750" source
"Pricing: $500" 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 | $7 million |
| Individual clients | 26 |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 329045 |