Fee-OnlyFinder

Advisers in Jericho, NY

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

Financial planning (4)Flat / fixed fees (4)

All advisers

Bloomschon Cpas LLC375 N. Broadway Ste 320 · Jericho, NY 11753 · (516) 626-3992 · Financial planningCRD 317803 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedFirst Long Island Investors, LLCOne Jericho Plaza, Suite 201 · Jericho, NY 11753 · (516) 935-1200 · Flat / fixed feesCRD 167212 · % of assets, Fixed fees, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedGold Coast Wealth Management, LLC575 Jericho Turnpike, Suite 307 · Jericho, NY 11753 · (516) 274-9870 · % of assets managedCRD 156338 · % of assets, Performance-based fees · $413.8 million AUMSEC registeredNo commissions reportedMerkkuri Wealth Advisors LLC333 Jericho Turnpike, Suite 211 · Jericho, NY 11753 · (516) 268-3446 · Financial planningCRD 330164 · % of assets, Fixed fees · $204.1 million AUMSEC registeredNo commissions reportedOpal Wealth Advisors, LLC2 Jericho Plaza, Suite 208 · Jericho, NY 11753 · (516) 388-7980 · Financial planningCRD 289759 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedShelter Rock Management, LLC375 North Broadway, Suite 207 · Jericho, NY 11753 · (516) 605-2215 · Financial planningCRD 142739 · % of assets · $232.0 million AUMSEC registeredNo commissions reported
Talking to advisers in Jericho? 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.