Firm
Linden Financial Consultants
Rochester, New York
Fee-only
Linden Financial Consultants at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 1 employee and 234 individual clients, 37 of them high net worth.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rochester, New York |
|---|---|
| Website | lindenfinancialconsultants.com |
| Phone | (585) 721-4066 |
Linden Financial Consultants 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.
| Account minimum | None |
|---|---|
| How it charges | Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"there are no long-term contracts, net worth limits, or account minimums required" source
"we are compensated only on the advice we provide to you on an hourly basis" source
"we also offer project-based fee and retainer services" source
"we also offer project-based fee and retainer services" 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 | Hourly |
|---|---|
| Individual clients | 197 |
| High-net-worth clients | 37 |
| Employees | 1 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | April 11, 2022 |
| SEC record | CRD 168676 |