SHADE TREE ADVISORS LLC
Saratoga Springs, NY
AUM
$1.45B
Financial PlanningWealth MgmtTrusts & Estates
Team
21 advisors
Clients
51-100
Fees
Percentage of AUM · Fixed fees +1 more
518-290-9460
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, SARATOGA SPRINGS
14 advisers found
KING WEALTH MANAGEMENT GROUP, LLC
Saratoga Springs, NY
AUM
$1.08B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
518-306-5640
MINICHMACGREGOR WEALTH MANAGEMENT, LLC
Saratoga Springs, NY
AUM
$722.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
(518) 499-4565
QUARTZ PARTNERS INVESTMENT MANAGEMENT
Saratoga Springs, NY
AUM
$611.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
22 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
800-433-0422
CONTINUUM WEALTH ADVISORS, LLC
Saratoga Springs, NY
AUM
$345.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
518-583-4050
TAILORED WEALTH SOLUTIONS
Saratoga Springs, NY
AUM
$271.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
518-583-4800
STERLING MANOR FINANCIAL, LLC
Saratoga Springs, NY
AUM
$201.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
518-583-4040
SAGE HILL ADVISORY AND MANAGEMENT LLC
Saratoga Springs, NY
AUM
$73.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
518 763-6338
WPM WEALTH ADVISORS LLC
Saratoga Springs, NY
AUM
$72.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
518-369-5232
MCNEILL CAPITAL, LLC
Saratoga Springs, NY
AUM
$40.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
518-364-7899
PEAK WEALTH MANAGEMENT
Saratoga Springs, NY
AUM
$39.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
518-441-2285
SARATOGA INVESTMENT SOLUTIONS INC.
Saratoga Springs, NY
AUM
$38.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
5185845995
CRESCENT HILL PARTNERS LLC
Saratoga Springs, NY
AUM
$298.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
866-744-3705
Full profileNo website
NYE STREET PARTNERS LLC
Saratoga Springs, NY
AUM
$10.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
518-246-6970
Full profileNo website