Fee-OnlyFinder

Advisers in Cedarhurst, NY

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

All advisers

Calculated Financial Solutions, LLC525 Chestnut Street, Suite 205 · Cedarhurst, NY 11516 · (718) 336-8842 · Financial planningCRD 140028 · % of assets, Hourly charges, Fixed fees · $9.6 million AUMState registeredNo commissions reportedCentral Pine Capital, LLC525 Chestnut Street, Suite 211 · Cedarhurst, NY 11516 · (212) 430-1030 · Flat / fixed feesCRD 322281 · % of assets, Fixed fees, Performance-based fees · $332.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Cedarhurst? 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.