Fee-OnlyFinder

Financial planning in Albany, NY

12 advisers in Albany offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 12

Albanyadvisor Group LLC20 Corporate Woods Blvd.., Suite 400 · Albany, NY 12211 · (518) 689-3577 · Financial planningCRD 316226 · % of assets, Fixed fees · $302.8 million AUMSEC registeredNo commissions reportedAllsquare Wealth Management, LLC200 Great Oaks Blvd, Suite 219 · Albany, NY 12203 · (518) 456-8900 · Financial planningCRD 153591 · % of assets, Hourly charges, Fixed fees · $307.8 million AUMSEC registeredNo commissions reportedAmidon & Petersen Financials, LLC187 Wolf Rd., Suite 300 · Albany, NY 12207 · (518) 772-3684 · Financial planningCRD 143079 · % of assets, Hourly charges, Fixed fees · $39.1 million AUMSEC registeredNo commissions reportedArista Advisory Group, LLC255 Washington Avenue, Extension Suite 204 · Albany, NY 12205 · (518) 464-0319 · Financial planningCRD 285722 · % of assets, Hourly charges, Fixed fees · $143.7 million AUMSEC registeredNo commissions reportedBlue Jean Financial LLC125 Wolf Road, Suite 509 · Albany, NY 12205 · (518) 631-5471 · Financial planningCRD 331138 · % of assets, Fixed fees · $133.3 million AUMSEC registeredNo commissions reportedBroadway Advisor Group368 Broadway, First Floor · Albany, NY 12207 · (518) 477-3626 · Financial planningCRD 324281 · % of assets, Hourly charges, Fixed fees · $214.9 million AUMSEC registeredNo commissions reportedCurran Wealth Management30 S. Pearl Street, 9th Floor · Albany, NY 12207 · (518) 391-4200 · Financial planningCRD 132136 · % of assets, Performance-based fees · $804.3 million AUMSEC registeredNo commissions reportedEden Advisory Services, LLC187 Wolf Rd, Suite 300 · Albany, NY 12205 · (518) 203-8833 · Financial planningCRD 277083 · % of assets, Hourly charges, Fixed fees · $27.8 million AUMSEC registeredNo commissions reportedIndependent Family Office, LLC677 Broadway, 7th Floor · Albany, NY 12207 · (518) 452-8050 · Financial planningCRD 144811 · % of assets, Fixed fees · $760.1 million AUMSEC registeredNo commissions reportedJm Advisors, LLC125 Wolf Road, Suite 203 · Albany, NY 12205 · (518) 218-1224 · Financial planningCRD 159351 · Fixed feesState registeredNo commissions reported
Pks Advisory Services, LLC80 State Street · Albany, NY 12207 · (518) 426-5791 · Financial planningCRD 125648 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedThe Affinity Group, LLC4 Tower Place, First Floor · Albany, NY 12203 · (518) 776-1140 · Financial planningCRD 283819 · % of assets, Fixed fees, Other · $678,349 AUMState registeredNo commissions reported