Advisers in Ithaca, NY

5 advisers in Ithaca — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Retirement plan consulting (3)

All advisers

Anchor Capital Management, LLC323 Taughannock Boulevard, #8 · Ithaca, NY 14850 · (607) 272-0004 · Financial planningCRD 124600 · % of assets, Hourly charges, Fixed fees · $61.2 million AUMSEC registeredNo commissions reported Cornell Pochily Investment Advisors, INC.2415 North Triphammer Road, Suite 1 · Ithaca, NY 14850 · (607) 391-7080 · Financial planningCRD 145355 · % of assets, Hourly charges, Fixed fees · $654.4 million AUMSEC registeredNo commissions reported Fingerlakes Wealth Management, INC.450 North Aurora Street · Ithaca, NY 14850 · (607) 257-1008 · Financial planningCRD 149709 · % of assets, Hourly charges, Fixed fees · $285.4 million AUMSEC registeredNo commissions reported Merryfield Barnes, LLC202 East State Street, Suite 301 · Ithaca, NY 14850 · (607) 882-9988 · Hourly feesCRD 159862 · % of assets, Hourly charges, Fixed fees · $124.2 million AUMSEC registeredNo commissions reported New Horizon Financial Strategies, LLC944 Dryden Road · Ithaca, NY 14850 · (607) 275-1275 · Financial planningCRD 125729 · % of assets, Hourly charges, Fixed fees · $217.2 million AUMSEC registeredNo commissions reported

Talking to advisers in Ithaca? 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.