Fee-OnlyFinder

Advisers in Huntington, NY

4 advisers in Huntington — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)

All advisers

Eagle's Crest Advisors, LLC75 Prospect St, Suite 402c · Huntington, NY 11743 · (646) 627-6030 · Financial planningCRD 335252 · % of assets, Hourly charges, Fixed fees · $125.9 million AUMSEC registeredNo commissions reportedN Financial Plans179 New York Avenue, 2nd Floor · Huntington, NY 11743 · (631) 629-1794 · Financial planningCRD 337288 · % of assets, Hourly charges, Fixed fees · $65.2 million AUMSEC registeredNo commissions reportedSafe Harbor Asset Management, INC.167 East Main Street · Huntington, NY 11743 · (631) 421-4341 · Financial planningCRD 124787 · % of assets, Hourly charges, Fixed fees · $26.8 million AUMSEC registeredNo commissions reportedSteinberganna Wealth Management LLC76 New York Avenue, Suite 2 · Huntington, NY 11743 · (631) 271-6160 · Flat / fixed feesCRD 335680 · % of assets, Fixed fees, Performance-based fees · $369.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Huntington? 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.