Fee-OnlyFinder

Advisers in Brewster, NY

2 advisers in Brewster — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Infiniti Wealth Management3 Starr Ridge Road, Suite 103 · Brewster, NY 10509 · (845) 278-8638 · Financial planningCRD 127216 · % of assets, Hourly charges, Fixed fees · $187.4 million AUMSEC registeredNo commissions reportedMcGrath Wealthcare, LLC162 Prospect Hill Road · Brewster, NY 10509 · (845) 582-7004 · % of assets managedCRD 167226 · % of assetsState registeredNo commissions reported
Talking to advisers in Brewster? 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.