A Calmer Way In
Services & Pricing
Finding the right financial partner should not require a leap of faith. We start small, with whatever is most pressing right now, and give you space to feel what fiduciary advice is actually like. Every fee is fixed and written down before we start.
Fiduciary, Full Stop · Fee-Only · No Commissions · Located in Bronxville, NY
1
Focused Financial Advice
Land on Your Feet
Financial advice for 1-2 pressing decisions with written follow up and implementation assistance where appropriate. Includes a written summary.
Price Range · $750 — $3,000
Typical Engagement Length: Up to 30 days, most commonly 2-4 weeks.
2
A Deeper Dive
The Foster Program
Financial planning for 3-5 key topic areas with deliverables (generally 6-12 weeks). Includes a written summary along with deliverables relevant to the topics we focus on.
Price Range: $4,500 — $15,000
Typical Engagement Length: Up to 3 months, most commonly 6-12 weeks.
3
Hands-Off Support
Ongoing Relationship
Investment management with financial planning included, provided at the pace the client desires with a financial plan that can be updated at any time.
Price Range: % of Assets Under Management
Typical Engagement Length: No fixed timeline. Offered on a case by case basis, usually only after the client has completed one of our other offerings and had determined they would like ongoing assistance.
Minimums based on complexity
Scope
Limited-scope advice on 1 to 2 items on your financial to-do list. This is not comprehensive financial planning or ongoing monitoring, but ideal if you want to solve what is in front of you and take things slowly.
Time — 1 to 2 visits, in office at 51 Pondfield or by video, over 2 to 4 weeks.
The Experience — Part working session, part education. We solve your key issue together and explain the why as we go, so you leave with the decision made and the confidence behind it.
For Example — “Rent or buy?” / “Am I diversified?” / Setting up a Roth IRA or 529 / Employer benefits elections / Sorting the financial junk drawer, without judgment.
Community — Includes one pro bono slot per quarter for a local individual or family facing severe disruption.
1
Focused Financial Advice
Land on Your Feet
Financial advice for 1-2 pressing decisions with written follow up and implementation assistance where appropriate. Includes a written summary.
Price Range · $750 — $3,000
Typical Engagement Length: Up to 30 days, most commonly 2-4 weeks.
2
A Deeper Dive
The Foster Program
Financial planning for 3-5 key topic areas with deliverables (generally 6-12 weeks). Includes a written summary along with deliverables relevant to the topics we focus on.
Price Range: $4,500 — $15,000
Typical Engagement Length: Up to 3 months, most commonly 6-12 weeks.
3
Hands-Off Support
Ongoing Relationship
Investment management with financial planning included, provided at the pace the client desires with a financial plan that can be updated at any time.
Price Range: % of Assets Under Management
Typical Engagement Length: No fixed timeline. Offered on a case by case basis, usually only after the client has completed one of our other offerings and had determined they would like ongoing assistance.
Minimums based on complexity
Scope
Limited-scope advice on 1 to 2 items on your financial to-do list. This is not comprehensive financial planning or ongoing monitoring, but ideal if you want to solve what is in front of you and take things slowly.
Time — 1 to 2 visits, in office at 51 Pondfield or by video, over 2 to 4 weeks.
The Experience — Part working session, part education. We solve your key issue together and explain the why as we go, so you leave with the decision made and the confidence behind it.
For Example — “Rent or buy?” / “Am I diversified?” / Setting up a Roth IRA or 529 / Employer benefits elections / Sorting the financial junk drawer, without judgment.
Community — Includes one pro bono slot per quarter for a local individual or family facing severe disruption.
1
Focused Financial Advice
Land on Your Feet
Financial advice for 1-2 pressing decisions with written follow up and implementation assistance where appropriate. Includes a written summary.
Price Range · $750 — $3,000
Typical Engagement Length: Up to 30 days, most commonly 2-4 weeks.
2
A Deeper Dive
The Foster Program
Financial planning for 3-5 key topic areas with deliverables (generally 6-12 weeks). Includes a written summary along with deliverables relevant to the topics we focus on.
Price Range: $4,500 — $15,000
Typical Engagement Length: Up to 3 months, most commonly 6-12 weeks.
3
Hands-Off Support
Ongoing Relationship
Investment management with financial planning included, provided at the pace the client desires with a financial plan that can be updated at any time.
Price Range: % of Assets Under Management
Typical Engagement Length: No fixed timeline. Offered on a case by case basis, usually only after the client has completed one of our other offerings and had determined they would like ongoing assistance.
Minimums based on complexity
Scope
Limited-scope advice on 1 to 2 items on your financial to-do list. This is not comprehensive financial planning or ongoing monitoring, but ideal if you want to solve what is in front of you and take things slowly.
Time — 1 to 2 visits, in office at 51 Pondfield or by video, over 2 to 4 weeks.
The Experience — Part working session, part education. We solve your key issue together and explain the why as we go, so you leave with the decision made and the confidence behind it.
For Example — “Rent or buy?” / “Am I diversified?” / Setting up a Roth IRA or 529 / Employer benefits elections / Sorting the financial junk drawer, without judgment.
Community — Includes one pro bono slot per quarter for a local individual or family facing severe disruption.
Service descriptions reflect typical engagements. The right fit depends on your individual circumstances. All services are subject to a written agreement.
Not sure which is right for you?
Let us talk it through, no obligation. We usually suggest starting small. Bring us the financial to-do item you find most intriguing and we will work through it together with Land on Your Feet, or take on the whole list with Foster. It is the best way for both of us to know we are a good fit, with no pressure to go further than you need.
51 Pondfield Road, Suite 1 · Bronxville, NY 10708
Contact
chris@bronxriveradvisory.com
(914) 881-0708
Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
51 Pondfield Road, Suite 1
Bronxville, NY 10708
Contact
chris@bronxriveradvisory.com
(914) 881-0708
Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
51 Pondfield Road, Suite 1 · Bronxville, NY 10708
Contact
chris@bronxriveradvisory.com
(914) 881-0708
Bronx River Advisory LLC offers advisory services through XYPN Sapphire, an SEC-registered investment adviser. All services are subject to a written client agreement. For important legal information, Form CRS, and Form ADV Part 2A, please read our Disclosures. Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.