PLANBOUND, LLC
New York, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-368-1430
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
PRESCOTT, ADAMS AND GROUP INC.
Albertson, NY
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
516-314-7878
PRISM PLANNING AND SOLUTIONS GROUP
White Plains, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
3 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
(914) 831-3050
ROSEMARK ADVISORS, INC.
Bohemia, NY
AUM
—
Financial Planning
Team
2 advisors
Clients
51-100
Fees
Fixed fees; ASSET MANAGEMENT SOLICITOR FEES
631-699-2664
SCHONFELD WEALTH MANAGEMENT, LLC
Brooklyn, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
718-963-9700
SHEEHAN FINANCIAL ADVISORS, LLC
Brightwaters, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
631-665-7040
STERLING FINANCIAL PLANNING
New York, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges; Fixed fees
212-405-1616
THE AUGUST WEALTH MANAGEMENT GROUP
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
212-901-8586
THE CAPITAL PRESERVE, INC.
Tarrytown, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges; Fixed fees
914-332-1100
THE DEBART GROUP INC.
New York, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
212-319-7374
THE FLORIO WEALTH MANAGEMENT GROUP
Westbury, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Hourly charges · Fixed fees +1 more
516-758-2430
TOTAL ALIGNMENT WEALTH ADVISORS, LLC
New York, NY
AUM
—
Financial PlanningTrusts & Estates
Team
5 advisors
Clients
26-50
Fees
Fixed fees; PERCENTAGE OF ASSETS UNDER REVIEW
212-913-9110
TUTTLE FINANCIAL SERVICES, LTD.
New York, NY
AUM
—
Financial Planning
Team
2 advisors
Clients
1-10
Fees
Fixed fees
212-682-1155
UNIFIED RETIREMENT PLANNING GROUP
Briarcliff Manor, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
—
Fees
Percentage of AUM · Hourly charges +1 more
914 432-5800
WEALTH FORWARD ADVISORS
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
917-734-0826
WEALTHLET
Whitestone, NY
AUM
—
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Hourly charges · Fixed fees +1 more
3472085069
MEYER HANDELMAN COMPANY LLC
Rye Brook, NY
AUM
$3.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
914-939-4060
Full profileNo website
ROCK HARBOR PARTNERS LLC
Larchmont, NY
AUM
$2.67B
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Fixed fees · Performance-based fees +1 more
914-215-5873
Full profileNo website
CITRIN COOPERMAN WEALTH MANAGEMENT, LLC
New York, NY
AUM
$1.70B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
212-697-1000
Full profileNo website
LEGACY EDGE ADVISORS
Syosset, NY
AUM
$1.23B
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
16 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
516-447-4200
Full profileNo website
ASHFORD ADVISORS, LLC
Pittsford, NY
AUM
$942.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Fixed fees +2 more
585-697-0362
Full profileNo website
RIALTO WEALTH MANAGEMENT
Syracuse, NY
AUM
$625.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
315-992-9129
Full profileNo website
MWM GROUP LLC
Cedarhurst, NY
AUM
$431.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
718-696-4000
Full profileNo website
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
Full profileNo website