Fee-OnlyFinder

Advisers in Malta, NY

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

All advisers

Luther Forest Wealth Advisors, L.L.C.2715 Route 9, Suite 101 · Malta, NY 12020 · (518) 899-5904 · Financial planningCRD 142714 · % of assets, Hourly charges, Fixed fees · $98.6 million AUMSEC registeredNo commissions reportedRetirement Planning Group, LLC2691 State Route 9 · Malta, NY 12020 · (518) 580-1919 · Financial planningCRD 310647 · % of assets · $375.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Malta? 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.