Fee-OnlyFinder

Advisers in Latham, NY

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

Hourly fees (3)

All advisers

Capable Wealth, LLC22 Century Hill Drive, Suite 101 · Latham, NY 12110 · (518) 290-7723 · Financial planningCRD 288448 · % of assets, Hourly charges, Fixed fees · $21.2 million AUMState registeredNo commissions reportedGraney& King, LLC623 New Loudon Road · Latham, NY 12110 · (518) 785-6400 · Financial planningCRD 126461 · % of assets, Hourly charges, Fixed fees · $484.4 million AUMSEC registeredNo commissions reportedMarathon Mission, INC.930 Albany Shaker Road Ste 105 B · Latham, NY 12110 · (518) 689-0773 · Financial planningCRD 288654 · % of assets, Fixed fees · $177.1 million AUMSEC registeredNo commissions reportedMonthie Wealth Advisors623 New Loudon Road · Latham, NY 12110 · (518) 786-3534 · Financial planningCRD 321076 · % of assets, Hourly charges, Fixed fees · $71.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Latham? 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.