Firm
Volumetric Advisers
Pearl River, New York
Fee-only
Volumetric Advisers at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 3 individual clients.
- Its average account is about $9.4 million (assets it manages divided by its 4 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Pearl River, New York |
|---|---|
| Website | volumetricfund.com |
| Phone | (845) 623-7637 |
Volumetric Advisers fees
Volumetric Advisers 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 · Fixed fees |
|---|---|
| Assets managed | $38 million |
| Individual clients | 3 |
| Accounts managed | 4 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-23767) |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 107351 |