Fee-OnlyFinder

Advisers in Plainview, NY

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

All advisers

Accountants Proprietary Financial Servicenet, LLC45 Executive Drive, Suite 301 · Plainview, NY 11803 · (516) 887-4433 · % of assets managedCRD 126685 · % of assets · $464.3 million AUMSEC registeredNo commissions reportedArcap Partners LLC160 Terminal Drive · Plainview, NY 11803 · (516) 729-5251 · Financial planningCRD 313006 · % of assets, Fixed fees · $40.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Plainview? 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.