HIGHLAND WEALTH ADVISORY LLC
Rochester, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
585-752-1235
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
HORIZON FINANCIAL ADVISORS LLC
New York, NY
AUM
—
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
(917) 261-5355
HORIZON HARVEST FINANCIAL PLANNING
Brooklyn, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges; Fixed fees
718-770-7292
HYVE
New York, NY
AUM
—
Financial Planning
Team
12 employees
Clients
0
Fees
PLATFORM FEES FROM OTHER COMPANIES
8457938561
INFINITI CAPITAL MANAGEMENT, LLC
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-461-2119
INTENTIONAL ASSET MANAGEMENT
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
2 advisors
Clients
—
Fees
Percentage of AUM
917-776-7237
JM ADVISORS, LLC
Albany, NY
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Fixed fees
518-218-1224
KEALA ADVISORS
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
929-235-8201
KLINGENSTEIN FIELDS ADVISORS
New York, NY
AUM
—
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 employees
Clients
11-25
Fees
Percentage of AUM; Fixed fees
212-492-7000
LINDEN FINANCIAL CONSULTANTS, LLC
Rochester, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
101-250
Fees
Hourly charges
585-721-4066
LONGWAVE FINANCIAL LLC
New York, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
5 advisors
Clients
11-25
Fees
Hourly charges · Subscription fees +1 more
212-279-9121
M.B. ENGDAHL & CO.
Jamestown, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges
716-485-1409
MARK ANDREW PAGANELLI
Pittsford, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
585-383-4290
MARK E. REICH, CPA, CFP
New York, NY
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
212-253-0370
MIKHAEL PAUL
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
332-282-6138
MJ CAPITAL MANAGEMENT LLC
New York, NY
AUM
$0
Financial Planning
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5108385776
MODOO STRATEGY LLC
Great Neck, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
646-883-4755
N10° WEALTH
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
203-930-2881
NEW YORK FINANCIAL AVP, LLC
New York City, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Hourly charges
5187508100
NIGHTGALE WEALTH MANAGEMENT LLC
Schenectady, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
949-845-2776
NUVERN WEALTH ADVISORS LLC
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
212-884-2979
PAUL M WILLIAMS LLC
Katonah, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
504-321-7947
PHIN CAPITAL, INC.
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +3 more
212-804-5714
PINNACLE WEALTH STRATEGIES, LLC
Albany, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
518-729-1951