Fee-OnlyFinder

Financial planning in Garden City, NY

16 advisers in Garden City offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 16

Aries Investment Advisors, LLC1225 Franklin Avenue, Suite 325 · Garden City, NY 11530 · (516) 368-0990 · Financial planningCRD 152137 · % of assets, Hourly charges · $22.4 million AUMState registeredNo commissions reportedBrixton Capital Wealth Advisors, LLC1305 Franklin Ave, Suite 300 · Garden City, NY 11530 · (516) 222-5300 · Financial planningCRD 288810 · % of assets, Hourly charges, Fixed fees · $212.4 million AUMSEC registeredNo commissions reportedCastfirm Advisors LLC377 Oak Street, Suite 203 · Garden City, NY 11530 · (516) 888-9986 · Financial planningCRD 327519 · % of assets, Fixed fees · $30.0 million AUMSEC registeredNo commissions reportedCornerstone Professional Advisor Services, LLC9 Endo Blvd. · Garden City, NY 11530 · (516) 408-1160 · Financial planningCRD 115122 · % of assets, Other · $110.3 million AUMSEC registeredNo commissions reportedDavidov Wealth Group, LLC1122 Franklin Avenue, Suite 102 · Garden City, NY 11530 · (516) 587-5550 · Financial planningCRD 166794 · % of assets, Hourly charges · $174.5 million AUMSEC registeredNo commissions reportedFive Eleven Partners1044 Franklin Avenue, Suite 205 · Garden City, NY 11530 · (917) 685-1360 · Financial planningCRD 334002 · % of assets, Fixed fees, Performance-based fees · $162.7 million AUMSEC registeredNo commissions reportedFlynn Zito Capital Management, LLC585 Stewart Ave, Suite 620 · Garden City, NY 11530 · (516) 746-9000 · Financial planningCRD 152689 · % of assets, Hourly charges, Fixed fees · $773.9 million AUMSEC registeredNo commissions reportedHegarty Advisors, LLC1461 Franklin Ave · Garden City, NY 11530 · (516) 280-2323 · Financial planningCRD 306342 · % of assets, Hourly charges, Fixed fees · $171.1 million AUMSEC registeredNo commissions reportedHommel Wealth Management, INC.1225 Franklin Ave, Ste 500 · Garden City, NY 11530 · (516) 757-8618 · Financial planningCRD 277166 · % of assets, Hourly charges · $9.8 million AUMState registeredNo commissions reportedLeslie Marie Giordano1225 Franklin Ave, Ste. 500 · Garden City, NY 11530 · (516) 747-5210 · Financial planningCRD 126274 · % of assets, Hourly charges · $62.6 million AUMSEC registeredNo commissions reported
Meadowbrook Wealth Management, LLC1042 Franklin Avenue, Suite 110 · Garden City, NY 11530 · (888) 888-5250 · Financial planningCRD 110508 · % of assets, Hourly charges · $110.1 million AUMSEC registeredNo commissions reportedNavwell Advisors1225 Franklin Ave, Suite 500 · Garden City, NY 11530 · (516) 475-2444 · Financial planningCRD 328706 · % of assets, Hourly charges, Fixed fees · $7.9 million AUMState registeredNo commissions reportedStephen J. Garry & Associates, LLC990 Stewart Avenue, Suite 190 · Garden City, NY 11530 · (516) 280-5588 · Financial planningCRD 295068 · % of assets · $142.6 million AUMSEC registeredNo commissions reportedUnited Asset Strategies INC.377 Oak Street, Suite 403 · Garden City, NY 11530 · (516) 222-0021 · Financial planningCRD 107434 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedWank & Liptzin Advisory Services LLC585 Stewart Avenue Suite 600 · Garden City, NY 11530 · (516) 739-0555 · Financial planningCRD 126215 · Hourly charges · $19.0 million AUMState registeredNo commissions reportedWilmington Capital Securities, LLC666 Old Country Road, Suite 505 · Garden City, NY 11530 · (516) 750-6200 · Financial planningCRD 133839 · % of assets, Fixed fees · $277.1 million AUMSEC registeredNo commissions reported