Fee-OnlyFinder

Financial planning in Syracuse, NY

8 advisers in Syracuse offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 8

Adirondack Capital Advisors, LLC528 Plum Street, Suite 200 · Syracuse, NY 13204 · (315) 434-5597 · Financial planningCRD 133305 · % of assets, Hourly charges, Fixed fees · $422.3 million AUMSEC registeredNo commissions reportedArmory Capital Management, LLC110 West Fayette Street, Suite 900 · Syracuse, NY 13202 · (315) 701-6452 · Financial planningCRD 149008 · % of assets · $167.1 million AUMSEC registeredNo commissions reportedLts Wealth Management120 E Washington Street Suite 415 · Syracuse, NY 13202 · (315) 308-1144 · Financial planningCRD 338992 · % of assets, Hourly charges · $16,495 AUMState registeredNo commissions reportedNottingham Wealth Partners, INC.333 Butternut Dr. · Syracuse, NY 13214 · (561) 472-2312 · Financial planningCRD 306971 · % of assets, Hourly charges, Fixed fees · $80.5 million AUMSEC registeredNo commissions reportedPassive Capital Management, LLCSalina Place, 205 S. Salina Street, Suite 403 · Syracuse, NY 13202 · (315) 478-3130 · Financial planningCRD 142870 · % of assets · $996.9 million AUMSEC registeredNo commissions reportedReagan Companies Asset Management, INC443 N Franklin St, Suite 220 · Syracuse, NY 13204 · (315) 673-2094 · Financial planningCRD 161648 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedRialto Wealth Management126 N Salina St., Suite 330 · Syracuse, NY 13202 · (315) 992-9129 · Financial planningCRD 319411 · % of assets, Hourly charges, Fixed fees · $625.9 million AUMSEC registeredNo commissions reportedRockbridge Investment Management, LLC220 South Warren Street, 9th Floor · Syracuse, NY 13202 · (315) 671-0588 · Financial planningCRD 115754 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reported