Firm
O'Keefe Stevens Advisory
Rochester, New York
Fee-only
Facts
| Based in | Rochester, New York |
|---|---|
| Website | okeefestevens.com |
| [email protected] | |
| Phone | (585) 340-6538 |
O'Keefe Stevens Advisory 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 $750 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"We charge a fee that ranges from $750 to $5,000 for a Financial Plan" source
"Our investment management fee is 1%, with no hidden-costs" source
"Our investment management fee is 1%, with no hidden-costs" source
"We charge a fee that ranges from $750 to $5,000 for a Financial Plan" 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 | $586 million |
| Individual clients | 200 |
| Financial planning | Offered |
| Form ADV filed | July 31, 2026 |
| SEC record | CRD 286338 |