Fee-OnlyFinder

Advisers in Armonk, NY

5 advisers in Armonk — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (4)Retirement plan consulting (3)

All advisers

Forteris Wealth Management, INC.200 Business Park Drive, Suite 211 · Armonk, NY 10504 · (914) 696-5300 · Financial planningCRD 108314 · % of assets, Hourly charges, Fixed fees · $219.0 million AUMSEC registeredNo commissions reportedIncome & Asset Advisory, INC.80 Business Park Drive, Suite 108 · Armonk, NY 10504 · (914) 273-6800 · Hourly feesCRD 124955 · % of assets, Hourly charges · $174.8 million AUMSEC registeredNo commissions reportedSettanni Financial LLC84 Business Park Drive, Suite 302 · Armonk, NY 10504 · (914) 767-0974 · Financial planningCRD 298989 · % of assets, Hourly charges, Fixed fees · $397.0 million AUMSEC registeredNo commissions reportedSilverberg Bernstein Capital Management4 Miller Circle · Armonk, NY 10504 · (203) 820-9107 · Financial planningCRD 327151 · % of assets, Hourly charges · $283.0 million AUMSEC registeredNo commissions reportedStuyvesant Capital Management Corporation200 Business Park Dr., Ste. 300 · Armonk, NY 10504 · (914) 219-3010 · % of assets managedCRD 111998 · % of assets, Performance-based fees · $43.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Armonk? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.