TIMM FINANCIAL SERVICES
Poughkeepsie, NY
AUM
$11.8M
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
845-702-1822
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
PROSUS WEALTH MANAGEMENT
New York, NY
AUM
$11.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-709-8175
9D CAPITAL LLC
New York, NY
AUM
$10.6M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-852-0242
SCHROEDER CAPITAL MANAGEMENT, LLC
Brooklyn, NY
AUM
$10.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +2 more
434-466-9089
CALCULATED FINANCIAL SOLUTIONS, LLC
Cedarhurst, NY
AUM
$9.6M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(718) 336-8842
INVESTRY, LLC
Scarsdale, NY
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
914-721-6040
FINANCIAL SPYGLASS®
Rye, NY
AUM
$9.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Fixed fees
914-921-6800
E. MAGNUS OPPENHEIM & CO. INC.
New York, NY
AUM
$9.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
212-983-1818
CLOVERHILL CAPITAL MANAGEMENT
New York, NY
AUM
$9.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
(631) 265-1695
NEXT GEN ADVISORS, LLC
New York, NY
AUM
$9.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
855-939-3888
BEEKMAN FINANCIAL PLANNING LLC
New York, NY
AUM
$8.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(212) 729-9244
KEENAN PRIVATE WEALTH MANAGEMENT
New York, NY
AUM
$8.5M
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
646-274-1266
THIRD TIER WEALTH MANAGEMENT
Jericho, NY
AUM
$8.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
201-254-0202
NAVWELL ADVISORS
Garden City, NY
AUM
$7.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(516) 475-2444
ESSEX ADVISORY
Brooklyn, NY
AUM
$7.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
2018503364
GARRISON PHILLIPS, LLC
Rye Brook, NY
AUM
$7.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
914-219-5194
EAGLE TAX PLANNING & ADVISORY GROUP.LLC
Ozone Park, NY
AUM
$7.0M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
718-441-7011
BRAZEN CAPITAL, LLC
New York, NY
AUM
$6.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Subscription fees +1 more
917-847-7662
AIMCDONNAUGH & CO. INC.
Baldwin, NY
AUM
$5.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
516-442-1071
BLUE ELM ADVISORS
Holmes, NY
AUM
$5.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
203-733-8292
NEXT PRONTO CAPITAL ADVISORS
New York, NY
AUM
$5.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
0 total employees
Clients
11-25
Fees
Percentage of AUM; Fixed fees
845-729-8956
LIGHTHOUSE WEALTH MANAGEMENT, LLC
Bronx, NY
AUM
$4.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
347-401-3778
GENERATION WEALTH MANAGEMENT
Great Neck, NY
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
212-349-6121
WESTCHESTER WEALTH ADVISORS, LLC
Rye Brook, NY
AUM
$4.1M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM
914-872-4010