Firm
School of Personal Finance
Yorktown Heights, New York
Fee-only
School of Personal Finance 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 32 individual clients, 9 of them high net worth.
- Its average account is about $354,000 (assets it manages divided by its 81 accounts).
- Its hourly rate of $300 is in line with the New York median of $300.
- 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 | Yorktown Heights, New York |
|---|---|
| Website | schoolofpersonalfinance.com |
| [email protected] | |
| Phone | (914) 860-3615 |
School of Personal Finance 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.
| Hourly | $300 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly · One-time plans or projects |
In the firm's words
"Financial planning at $300 per hour. No ongoing commitment." source
"Up to $1,000,000 1.00%" source
"people approaching or in retirement with $500,000 or more in investable assets" source
"Assets Under Management Annual Advisory Fee" 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 | $29 million |
| Individual clients | 23 |
| High-net-worth clients | 9 |
| Accounts managed | 81 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135660) |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 307332 |