Firm
Future Perfect Planning, LLC
Brooklyn, New York
Fee-only
Future Perfect 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 42 individual clients.
- Its average account is about $367,000 (assets it manages divided by its 121 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the New York median of $3,600.
- 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 | Brooklyn, New York |
|---|---|
| Website | futureperfect.nyc |
| [email protected] | |
| Phone | (646) 543-8065 |
Future Perfect Planning, LLC 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 $3,000 a year |
|---|---|
| One-time plan | From $4,000 |
| Asset-based fee | 0.75% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"0.75% of assets managed" source
"Typical annual fees are $3,000-$5,000" source
"Fees are typically $4,000-$6,000." source
"An annual fee will be quoted upon request after the foundational plan is completed." 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 | $44 million |
| Individual clients | 42 |
| Accounts managed | 121 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-130233) |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 173765 |