Fee-OnlyFinder

Advisers in Port Washington, NY

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

Flat / fixed fees (3)

All advisers

Artemis Wealth Advisors, LLC2 Seaview Boulevard, #102 · Port Washington, NY 11050 · (212) 838-9000 · Financial planningCRD 150810 · % of assets, Performance-based fees · $1.9 billion AUMSEC registeredNo commissions reportedBlank Equity Management LLC14 Vanderventer Ave, Suite 200 · Port Washington, NY 11050 · (516) 439-5525 · Financial planningCRD 153570 · % of assets, Hourly charges, Fixed fees · $143.0 million AUMSEC registeredNo commissions reportedGold Coast Advisors, LLC130 Shore Road, Suite 235 · Port Washington, NY 11050 · (516) 944-0081 · Financial planningCRD 124217 · % of assets, Hourly charges, Fixed fees · $12.2 million AUMState registeredNo commissions reportedGreat Hill Advisory174 Main St. · Port Washington, NY 11050 · (516) 500-1248 · Financial planningCRD 283228 · % of assets, Fixed fees, Other · $218.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Port Washington? 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.