FINANCIAL PLANNING ASSOCIATES, LLC
White Plains, NY
AUM
$74.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(914) 997-9229 X13
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
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
COUNTRYSIDE FINANCIAL LLC
Williamsville, NY
AUM
$73.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
716-256-1330
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
R. SEEGER WEALTH MANAGEMENT, LTD
Lindenhurst, NY
AUM
$72.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
631-592-9729
FRANCO FINANCIAL ADVISORS, INC.
New York, NY
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
212-877-1576
AUM
$72.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; SUB ADVISORY
(716)-597-8372
SILVER ADVISORS, LLC
New York, NY
AUM
$71.9M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Fixed fees +1 more
(646) 531-5313
HV CAPITAL MANAGEMENT
Montgomery, NY
AUM
$71.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
845-655-4826
MAIN STREET FINANCIAL
Purchase, NY
AUM
$71.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
914-698-8303
FIDUCIARY MANAGEMENT GROUP, LLC
New York, NY
AUM
$70.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
212-626-6581
ROCHESTER INVESTMENTS
Rochester, NY
AUM
$69.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
585-568-6656
SHIELD WEALTH ADVISORS
Williamsville, NY
AUM
$68.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
833-457-1040
PARLIN ADVISORS LLC
Hague, NY
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
(908) 377-4202
ICONOCLASTIC CAPITAL MANAGEMENT LLC
Rochester, NY
AUM
$68.2M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
585-504-1616
OCCAM CAPITAL MANAGEMENT, LLC
Pittsford, NY
AUM
$67.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
585-218-0310
VANQUOUR LLC
New York, NY
AUM
$67.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(646) 797-1616
SHOPE ADVISORS GROUP
Camillus, NY
AUM
$65.6M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Hourly charges
315-701-5857
STEWARDSHIP FINANCIAL PLANNING
Irvington, NY
AUM
$65.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
914-380-1421
N FINANCIAL PLANS
Huntington, NY
AUM
$65.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
631-629-1794
AUM
$65.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM; Performance-based fees
212-879-0954
AMERICAN CENTURION FINANCIAL LLC
New York, NY
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-521-7505
ROSCI LAMB, LLC
New York, NY
AUM
$65.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
646 479 9965
SERENITY CAPITAL ADVISORS INC.
Pittsford, NY
AUM
$64.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
1-877-975-3383