Fee-OnlyFinder

Advisers in Staten Island, NY

7 advisers in Staten Island — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (5)Flat / fixed fees (5)% of assets managed (6)Retirement plan consulting (3)

All advisers

Chelsea Advisory Services, INC242 Main Street · Staten Island, NY 10307 · (718) 967-8400 · Financial planningCRD 150791 · % of assets, Hourly charges, Fixed fees · $147.4 million AUMSEC registeredNo commissions reportedComprehensive Wealth Management Group, LLC4864 Arthur Kill Road, South Entrance #8 · Staten Island, NY 10309 · (718) 980-3737 · Financial planningCRD 140510 · Hourly charges, Fixed feesState registeredNo commissions reportedLeo Wealth Management, LLC1110 South Avenue, Executive Suites · Staten Island, NY 10314 · (201) 951-6828 · % of assets managedCRD 337537 · % of assets · $37.3 million AUMSEC registeredNo commissions reportedPurevest1110 South Ave, Suite 85 · Staten Island, NY 10314 · (347) 466-4400 · Financial planningCRD 318332 · % of assets, Hourly charges, Fixed fees · $51.6 million AUMSEC registeredNo commissions reportedThe Hajdari Group, LLC1491 Richmond Road · Staten Island, NY 10304 · (212) 381-0050 · Financial planningCRD 289331 · % of assets, Hourly charges, Fixed fees · $133.0 million AUMSEC registeredNo commissions reportedVcp Financial LLC2535 Victory Boulevard · Staten Island, NY 10314 · (212) 328-7876 · Financial planningCRD 167901 · % of assets, Hourly charges · $142.6 million AUMSEC registeredNo commissions reportedWealthnest Capital INC.1336 Forest Avenue · Staten Island, NY 10302 · (929) 699-8020 · Financial planningCRD 281725 · % of assets, Fixed fees · $34.9 million AUMSEC registeredNo commissions reported
Talking to advisers in Staten Island? 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.