Firm
Sylo Planning, LLC
Brooklyn, New York
Fee-only
Sylo Planning, LLC 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 13 individual clients.
- Its average account is about $364,000 (assets it manages divided by its 38 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Brooklyn, New York |
|---|---|
| [email protected] | |
| Phone | (929) 552-3200 |
Sylo Planning, LLC fees
Sylo Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $14 million |
| Individual clients | 13 |
| Accounts managed | 38 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 17, 2026 |
| SEC record | CRD 330193 |