Firm
N Financial Plans
Huntington, New York
Fee-only
N Financial Plans 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 84 individual clients, 15 of them high net worth.
- Its average account is about $233,000 (assets it manages divided by its 280 accounts).
- Its ongoing planning fee starts at $4,800 a year, above the New York median of $3,600.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Huntington, New York |
|---|---|
| Website | nfinancialplans.com |
| [email protected] | |
| Phone | (631) 629-1794 |
N Financial Plans 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 $4,800 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Hourly · Ongoing planning fee · Percentage of assets · One-time plans or projects |
In the firm's words
"$400-$1,000 Per month" source
"We’ll manage your portfolio for 1.00% up to the first $1 million" source
"Requires a minimum asset transfer of $500,000" source
"We’ll manage your portfolio for 1.00% up to the first $1 million" 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 | $65 million |
| Individual clients | 69 |
| High-net-worth clients | 15 |
| Accounts managed | 280 |
| Employees | 1 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-133967) |
| Financial planning | Offered |
| Form ADV filed | January 20, 2026 |
| SEC record | CRD 337288 |