CHELSEA ADVISORY SERVICES, INC
Staten Island, NY
AUM
$147.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
25 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
718-967-8400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY, STATEN ISLAND
7 advisers found
VCP FINANCIAL LLC
Staten Island, NY
AUM
$142.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
212.328.7876
THE HAJDARI GROUP, LLC
Staten Island, NY
AUM
$133.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(212) 381-0050
PUREVEST
Staten Island, NY
AUM
$51.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(347) 466-4400
LEO WEALTH MANAGEMENT, LLC
Staten Island, NY
AUM
$33.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
201-951-6828
COMPREHENSIVE WEALTH MANAGEMENT GROUP, LLC
Staten Island, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
0 total employees
Clients
26-50
Fees
Hourly charges; Fixed fees
718-980-3737
WEALTHNEST CAPITAL INC.
Staten Island, NY
AUM
$34.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
929-699-8020
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