Firm
Fortrove Partners
New York, New York
Fee-only
Fortrove Partners at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 16 individual clients, 2 of them high net worth.
- Its average account is about $480,000 (assets it manages divided by its 16 accounts).
- Its ongoing planning fee starts at $5,000 a year, above the New York median of $3,600.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | fortrovepartners.com |
Fortrove Partners 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.
| Ongoing planning | From $5,000 a year |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Our full-service relationship is available for a $5,000 annual retainer" source
"$0 — $1,000,000 1.25%" source
"$8,000,001 and above 0.60%" source
"$0 — $1,000,000 1.25%" 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 | $8 million |
| Individual clients | 14 |
| High-net-worth clients | 2 |
| Accounts managed | 16 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 328536 |