Firm
Monterey Associates
Pelham, New York
Fee-only
Monterey Associates 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 40 individual clients, 5 of them high net worth.
- 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 | Pelham, New York |
|---|---|
| Website | montereyassociates.com |
| Phone | (914) 419-6412 |
Monterey Associates 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.
| One-time plan | From $500 |
|---|---|
| How it charges | One-time plans or projects · Flat fee |
In the firm's words
"Cost: $500 This engagement includes two 1-hour consultations with email or call follow up" source
"Cost: $500 This engagement includes two 1-hour consultations with email or call follow up" source
"Cost: $1200 to $3500 depending upon complexity and number of scenarios desired." 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 · Fixed fees |
|---|---|
| Individual clients | 35 |
| High-net-worth clients | 5 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 289727 |