GLENVIEW WEALTH LLC
New York, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
(646)801-8475
Full profileNo website
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in NY
792 advisers found
GOLDSTRIKE CAPITAL LLC
North Syracuse, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
315 561 7609
Full profileNo website
INTERSTATE FINANCIAL GROUP, INC.
Mt. Kisco, NY
AUM
—
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Fixed fees
914-997-2900
Full profileNo website
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
570-332-5680
Full profileNo website
KOEHLER ASSET MANAGEMENT
Babylon, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
631-332-2310
Full profileNo website
LAHONTAN CAPITAL LLC
Albany, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
8016020132
Full profileNo website
LEBENTHAL WEALTH PLANNING, INC.
Jericho, NY
AUM
—
Financial Planning
Team
5 advisors
Clients
0
Fees
Fixed fees; A PORTION OF THE FEE PAID TO BRINKER
516-349-5555
Full profileNo website
N.N.A.I.A
Syosset, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges · Fixed fees +1 more
(516) 629-9045
Full profileNo website
OPTIMUS WEALTH MANAGEMENT GROUP, INC.
Clifton Park, NY
AUM
$0
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
518-688-9006
Full profileNo website
PEARTREE ADVISORY
Rochester, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
585-721-7287
Full profileNo website
QUANTUM ADVISORY GROUP, LLC
Hauppauge, NY
AUM
—
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
646-706-7172
Full profileNo website
REGENESYS CAPITAL MANAGEMENT LLC
New York, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
732-762 4601
Full profileNo website
RUSSELL J. D'ALBA
Williamsville, NY
AUM
—
Financial PlanningTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
% OF NET ACCOUNT VALUE (ALWAYS LESS THAN 1/2%)
716-626-1200
Full profileNo website
SA ASSET MANAGEMENT, INC.
Woodbury, NY
AUM
—
Financial PlanningFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
516-639-5428
Full profileNo website
SANDERS SMITH LIMITED
Tarrytown, NY
AUM
—
Financial Planning
Team
2 advisors
Clients
26-50
Fees
Fixed fees
914-524-9800
Full profileNo website
SHARPE ADVISORS, LLC
New York, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM
908-455-0600
Full profileNo website
STONE OAK CAPITAL LLC
Rochester, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
585-406-0220
Full profileNo website
THE ROBERT J. WILKES PLANNING FORUM
Binghamton, NY
AUM
—
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM; Commissions
607-722-1968
Full profileNo website
TIMOTHY C. MINNECI
Williamsville, NY
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
716-626-1200
Full profileNo website
UPKEEP FINANCIAL
New York, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
917-923-4178
Full profileNo website
UPSTATE ADVISERS INC
Pittsford, NY
AUM
—
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
5852099788
Full profileNo website
VENEROSO WEALTH MANAGEMENT
Woodbury, NY
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
631-559-7713
Full profileNo website
WALLACE WEALTH ADVISORY, INC.
Jamaica, NY
AUM
$0
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
718-924-3409
Full profileNo website
YIELDWINK CAPITAL
East Elmhurst, NY
AUM
$0
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
646 309 0730
Full profileNo website
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