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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Retirement Planning advisors in NY, SARATOGA SPRINGS
8 advisers found
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
CONGRESS PARK CAPITAL LLC
Saratoga Springs, NY
AUM
$422.3M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(518) 339-4335
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
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
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
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
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