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Financial planning in Fairport, NY

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

All 4

Clover Leaf Financial LLC1387 Fairport Rd., Suite 620 · Fairport, NY 14450 · (585) 899-3940 · Financial planningCRD 335751 · % of assets, Fixed fees · $75.0 million AUMSEC registeredNo commissions reportedManning & Napier Advisors, LLC290 Woodcliff Drive · Fairport, NY 14450 · (585) 325-6880 · Financial planningCRD 105992 · % of assets, Other · $17.0 billion AUMSEC registeredNo commissions reportedMilestones Private Investment Advisors LLC375 Woodcliff Drive · Fairport, NY 14450 · (585) 203-1956 · Financial planningCRD 289116 · % of assets, Fixed fees · $222.6 million AUMSEC registeredNo commissions reportedSage Tree Wealth10 East Church Street · Fairport, NY 14450 · (585) 500-2579 · Financial planningCRD 298951 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMSEC registeredNo commissions reported