Fee-OnlyFinder

Advisers in Hauppauge, NY

7 advisers in Hauppauge — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Hourly fees (3)Flat / fixed fees (4)Retirement plan consulting (4)

All advisers

Cfm Advisors INC1373 Veterans Highway, Suite 10 · Hauppauge, NY 11788 · (631) 657-2135 · Financial planningCRD 111581 · % of assets, Fixed fees · $202.7 million AUMSEC registeredNo commissions reportedConrad Capital Management, INC.1300 Veterans Memorial Hwy, Suite 230 · Hauppauge, NY 11788 · (631) 439-7878 · Financial planningCRD 113648 · % of assets, Hourly charges · $90.7 million AUMSEC registeredNo commissions reportedLebenthal Global Advisors, LLC200 Parkway Drive South, Suite 200 · Hauppauge, NY 11788 · (516) 785-1800 · Flat / fixed feesCRD 283303 · % of assets, Fixed fees · $971.8 million AUMSEC registeredNo commissions reportedMadison Global Advisors LLC350 Motor Parkway, Suite 205 · Hauppauge, NY 11788 · (631) 240-4155 · Financial planningCRD 288894 · % of assets, Other · $71.4 million AUMSEC registeredNo commissions reportedNestegg Advisors, INC.330 Motor Parkway · Hauppauge, NY 11788 · (631) 952-2700 · Financial planningCRD 125878 · % of assets, Hourly charges, Fixed fees · $272.7 million AUMSEC registeredNo commissions reportedPartners Capital Services, INC.205 Oser Ave · Hauppauge, NY 11788 · (631) 851-0918 · % of assets managedCRD 127621 · % of assets · $109.1 million AUMSEC registeredNo commissions reportedUnited Financial Planning Group LLC350 Motor Parkway, Suite 300 · Hauppauge, NY 11788 · (631) 234-0871 · Financial planningCRD 149843 · % of assets, Hourly charges, Fixed fees · $347.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Hauppauge? 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.