MARIDEA WEALTH MANAGEMENT
Brooklyn, NY
AUM
$958.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
26 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
347-289-5227
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY, BROOKLYN
12 advisers found
EQUINUM, LLC
Brooklyn, NY
AUM
$566.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
26-50
Fees
Percentage of AUM
718-480-5600
BROOKLYN FI, LLC
Brooklyn, NY
AUM
$563.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
10 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
(332) 296-1660
BREWSTER FINANCIAL PLANNING LLC
Brooklyn, NY
AUM
$239.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
646-249-9880
WALNUT INVESTMENT SERVICES LLC
Brooklyn, NY
AUM
$94.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
718-788-1972
CSD FINANCIAL LLC
Brooklyn, NY
AUM
$28.8M
Financial PlanningTrusts & EstatesRetirementFee-Only/Hourly
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
718-858-2233
UNIVERSE, INC.
Brooklyn, NY
AUM
$28.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Hourly charges
718 375-7631
ESSEX ADVISORY
Brooklyn, NY
AUM
$7.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2018503364
COBBLESTONE WEALTH ADVISORS
Brooklyn, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
718-633-9500
SCHONFELD WEALTH MANAGEMENT, LLC
Brooklyn, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
718-963-9700
OAK & REED CAPITAL MANAGEMENT, LLC
Brooklyn, NY
AUM
$19.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
646-926-2573
Full profileNo website
ROW MANAGEMENT INC.
Brooklyn, NY
AUM
$14.0M
Wealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(917) 623-0903
Full profileNo website