Firm
The ProFolio Group
Flushing, New York
Fee-only
The ProFolio Group at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 45 individual clients.
- Its average account is about $105,000 (assets it manages divided by its 75 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Flushing, New York |
|---|---|
| Website | theprofoliogroup.com |
| [email protected] | |
| Phone | (718) 682-4009 |
The ProFolio Group fees
The ProFolio Group 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 |
|---|---|
| Assets managed | $8 million |
| Individual clients | 45 |
| Accounts managed | 75 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 296790 |