Fee-OnlyFinder

Advisers in Manhasset, NY

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

Financial planning (3)

All advisers

Kpoint Capital LLC1129 Northern Blvd, Suite 404 · Manhasset, NY 11030 · (212) 616-3677 · Financial planningCRD 333024 · % of assets, Hourly charges, Fixed fees · $2.6 million AUMState registeredNo commissions reportedLowell Road Asset Management, INC.1295 Northern Boulevard, Suite 24 · Manhasset, NY 11030 · (516) 767-1099 · % of assets managedCRD 164370 · % of assets · $52.5 million AUMSEC registeredNo commissions reportedMsm Financial Strategies1129 Northern Boulevard, Suite 404 · Manhasset, NY 11030 · (516) 595-2303 · Financial planningCRD 125889 · % of assets, Hourly charges · $37.0 million AUMState registeredNo commissions reportedWealthunite Advisors, LLC1129 Northern Blvd, Suite 404 · Manhasset, NY 11030 · (516) 805-2024 · Financial planningCRD 285807 · % of assets · $63.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Manhasset? 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.