Firm
Occam Capital® Management
Pittsford, New York
Fee-only
Occam Capital® Management 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 2 employees and 147 individual clients, 9 of them high net worth.
- Its average account is about $326,000 (assets it manages divided by its 207 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Pittsford, New York |
|---|---|
| Website | occamcapital.com |
| Phone | (585) 218-0310 |
Occam Capital® Management 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.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"1.00% of the first $1,000,000" source
"All fees are paid quarterly in advance based upon the market value of the assets at the end of each quarter." 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 |
|---|---|
| Assets managed | $67 million |
| Individual clients | 138 |
| High-net-worth clients | 9 |
| Accounts managed | 207 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-60137) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 108201 |