Fee-OnlyFinder

Advisers in Katonah, NY

2 advisers in Katonah — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Atwob23 Parkway, 2nd Floor · Katonah, NY 10536 · (914) 302-3233 · Financial planningCRD 172961 · % of assets, Hourly charges, Fixed fees · $113.9 million AUMSEC registeredNo commissions reportedHollow Brook Wealth Management LLC152 Bedford Road · Katonah, NY 10536 · (212) 364-1848 · Financial planningCRD 145521 · % of assets, Fixed fees, Performance-based fees · $1.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Katonah? 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.