ROOTED PLANNING GROUP
Corning, NY
AUM
$157.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY, CORNING
3 advisers found
Corning, NY
AUM
$157.0M
Team
3 advisors
Clients
251-500
Fees
Fixed fees
607-438-2761
Corning, NY
AUM
$116.7M
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
(607) 973-2665
Corning, NY
AUM
$98.8M
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
(607) 438-2914