Fee-OnlyFinder

Advisers in Tarrytown, NY

5 advisers in Tarrytown — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (3)Hourly fees (3)Flat / fixed fees (3)% of assets managed (4)

All advisers

Citizens Private Wealth520 White Plains Road, 3rd Floor · Tarrytown, NY 10591 · (914) 846-0100 · Financial planningCRD 106743 · % of assets, Hourly charges, Fixed fees · $16.6 billion AUMSEC registeredNo commissions reportedHarvey Partners, LLC120 White Plains Road · Tarrytown, NY 10591 · (212) 782-3740 · % of assets managedCRD 160681 · % of assets, Performance-based fees · $1.2 billion AUMSEC registeredNo commissions reportedMartone Capital Management, INC.520 White Plains Rd, Suite 500 · Tarrytown, NY 10591 · (914) 318-9440 · % of assets managedCRD 129788 · % of assets · $23.5 million AUMState registeredNo commissions reportedOnyx Bridge Wealth Group LLC120 White Plains Road, Suite 115 · Tarrytown, NY 10591 · (914) 909-6699 · Financial planningCRD 306097 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedStewardship Financial Planning660 White Plains Road, Suite 510 · Tarrytown, NY 10591 · (914) 380-1421 · Financial planningCRD 128676 · Hourly charges, Fixed fees · $65.5 million AUMSEC registeredNo commissions reported
Talking to advisers in Tarrytown? 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.