Fee-OnlyFinder

Advisers in Great Neck, NY

6 advisers in Great Neck — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Flat / fixed fees (4)

All advisers

C & C Financial Services, INC.175 Great Neck Rd, Suite 405 · Great Neck, NY 11021 · (516) 482-3260 · Financial planningCRD 106752 · % of assets, Hourly charges, Fixed fees · $66.2 million AUMSEC registeredNo commissions reportedGeneration Wealth Management31 Cary Rd · Great Neck, NY 11021 · (212) 349-6121 · Financial planningCRD 286111 · % of assets · $4.3 million AUMState registeredNo commissions reportedKutz and Company INC.475 Northern Blvd, Ste 26 · Great Neck, NY 11021 · (516) 482-1158 · Financial planningCRD 124722 · % of assets, Hourly charges · $115.4 million AUMSEC registeredNo commissions reportedPalumbo Wealth Management LLC1010 Northern Boulevard, Suite 310 · Great Neck, NY 11021 · (516) 629-7073 · Financial planningCRD 306548 · % of assets, Fixed fees · $543.4 million AUMSEC registeredNo commissions reportedRga Investment Advisors, LLC185 Great Neck Road, Suite 456 · Great Neck, NY 11021 · (516) 665-1945 · Financial planningCRD 149171 · % of assets, Fixed fees, Performance-based fees · $101.1 million AUMSEC registeredNo commissions reportedThe Wealthplan LLC60 Cutter Mill Road, Suite 100-G · Great Neck, NY 11021 · (516) 400-7111 · Financial planningCRD 306820 · % of assets, Fixed fees · $87.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Great Neck? 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.