Price undisclosed
Flat monthly fee
Not disclosed
The reviewed pages publish no numeric CFO rate.
Firm site, accessed 2026-10-21.
Fractional CFO services NYCCFO rankings / Firm profile
PHG Advisory
New York, NY · Last verified 2026-10-21
57
/ 100
Moderate evidence confidence
Founder-led and family-run businesses, often contractors, that want fractional CFO support and flat monthly pricing.
Boutique Team, Named LeadConstructionHome servicesFounder-led / bootstrapped SMB
Firm details
- HQs
- New York, NY
New York City headquarters: 530 5th Ave, Fl 8, Ste 809, New York, NY 10036. Also listed: 980 N. Federal Hwy, Ste 110, Boca Raton, FL 33432, and 1495 Overlook Dr, Ste G3, Lafayette, CO 80026.
- Typical buyer
- Founder-led and family-run businesses, including contractors, that want fractional CFO support on a flat monthly fee.
- Verticals
- Construction, Home services
- Specialties
- Reporting, forecasting, KPI tracking, and sale preparation. The page says books close by the 15th.
Best fit
- Contractor and home-service owners who want a named team.
- Owners preparing for a sale.
Poor fit
- Buyers who need the monthly dollar amount before a call.
Pricing
Published rates, firm estimates, and third-party estimates stay in separate rows.
- The flat monthly fee has no published number
Clients
Named clients and case studies. Each row names its source.
| Client | Industry | What they did | Source |
|---|---|---|---|
| Cobex Construction Group | Construction | Vazgen Dallakyan says PHG provides monthly reporting by location, rep, and job. | Fractional CFO services NYC |
| SWORD Roofing | Home services | Joey Bryant says the firm advised the company as it approached a possible sale. | Fractional CFO services NYC |
Where PHG Advisory ranks
Rank is page-relative. See the methodology.
Evidence notes
- Case-study dollar figures are not tied to a named company in the text reviewed
- Score 57 from ratings of 3, 3, 2, 3, and 3 on Track Record, Segment Fit, Pricing Transparency, Responsiveness, and Credentials. Points equal each weight times the rating divided by 5. First-party evidence is capped at 4.
- The page says founder-led businesses from about $1 million to $125 million. That range is company-reported.
Main limitation: The monthly fee is described as flat and the amount is unpublished.