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Financial planning in Saratoga Springs, NY

14 advisers in Saratoga Springs offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 14

Continuum Wealth Advisors, LLC18 Division St., Suite 207b · Saratoga Springs, NY 12866 · (518) 583-4050 · Financial planningCRD 152895 · % of assets, Fixed fees · $345.6 million AUMSEC registeredNo commissions reportedCrescent Hill Partners LLC40 Long Alley · Saratoga Springs, NY 12866 · (866) 744-3705 · Financial planningCRD 166276 · % of assets, Fixed fees · $298.8 million AUMSEC registeredNo commissions reportedKing Wealth Management Group, LLC270 West Circular Street, Suite 1 · Saratoga Springs, NY 12866 · (518) 306-5640 · Financial planningCRD 159550 · % of assets, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedMcNeill Capital, LLC125 High Rock Avenue, Suite 202 · Saratoga Springs, NY 12866 · (518) 364-7899 · Financial planningCRD 154517 · % of assets, Hourly charges, Fixed fees · $40.6 million AUMSEC registeredNo commissions reportedMinichmacgregor Wealth Management, LLC21 Congress Street, Suite 203 · Saratoga Springs, NY 12866 · (518) 499-4565 · Financial planningCRD 151237 · % of assets, Fixed fees · $722.9 million AUMSEC registeredNo commissions reportedNye Street Partners LLC18 Division St, Unit 301 · Saratoga Springs, NY 12866 · (518) 246-6970 · Financial planningCRD 316056 · % of assets, Fixed fees · $10.0 million AUMState registeredNo commissions reportedPeak Wealth Management125 High Rock Avenue, Suite 207a · Saratoga Springs, NY 12866 · (518) 363-7998 · Financial planningCRD 332411 · % of assets, Hourly charges, Fixed fees · $39.0 million AUMSEC registeredNo commissions reportedQuartz Partners Investment Management85 Railroad Place, Suite 101a · Saratoga Springs, NY 12866 · (800) 433-0422 · Financial planningCRD 174327 · % of assets, Fixed fees · $611.9 million AUMSEC registeredNo commissions reportedSage Hill Advisory and Management LLC55 Railroad Place, Suite 201 · Saratoga Springs, NY 12866 · (518) 763-6338 · Financial planningCRD 149365 · % of assets, Hourly charges, Fixed fees · $73.3 million AUMSEC registeredNo commissions reportedSaratoga Investment Solutions INC.60 Railroad Place, Suite 206 · Saratoga Springs, NY 12866 · (518) 584-5995 · Financial planningCRD 124949 · Hourly charges, Fixed fees · $48.7 million AUMState registeredNo commissions reported
Shade Tree Advisors LLC19 Railroad Place, Suite 301 · Saratoga Springs, NY 12866 · (518) 290-9460 · Financial planningCRD 289905 · % of assets, Fixed fees, Performance-based fees · $1.5 billion AUMSEC registeredNo commissions reportedSterling Manor Financial, LLC18 Division Street, Suite 202 · Saratoga Springs, NY 12866 · (518) 583-4040 · Financial planningCRD 284218 · % of assets, Hourly charges, Fixed fees · $201.0 million AUMSEC registeredNo commissions reportedTailored Wealth Solutions110 Henry St. · Saratoga Springs, NY 12866 · (518) 583-4800 · Financial planningCRD 340266 · % of assets, Hourly charges, Subscription fees · $271.8 million AUMSEC registeredNo commissions reportedWpm Wealth Advisors LLC63 Putnam Street, Suite 202 · Saratoga Springs, NY 12866 · (518) 369-5232 · Financial planningCRD 316722 · % of assets · $72.4 million AUMSEC registeredNo commissions reported