LaBounty Financial Planning is a fee-only registered investment advisor founded in May 2026 and based in Pittsford, New York. Christopher LaBounty serves as the principal owner and Chief Compliance Officer. LaBounty Financial Planning provides wealth management services that combine continuous financial planning and discretionary investment management, as well as project-based financial planning for clients seeking help with specific topics. Areas of focus include business planning, cash flow and debt management, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. The firm primarily recommends individual stocks, bonds, mutual funds, exchange-traded funds, and government or municipal securities. LaBounty Financial Planning acts legally required to act in your best interest and maintains a philosophy focused on helping clients achieve their financial goals with the least amount of volatility and risk.
Fee Structure
LaBounty Financial Planning charges a fixed annual fee ranging from $6,500 to $15,000 for wealth management services, which include both financial planning and investment management. Fees are paid quarterly in advance, and the quarterly fee equals one-fourth of the agreed-upon annual fee. There is no separate percentage fee charged on the value of your portfolio; rather, portfolio management is included as part of the overall wealth management fee.