Fee-OnlyFinder

Advisers in White Plains, NY

16 advisers in White Plains — 16 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (11)Hourly fees (6)Flat / fixed fees (7)

All advisers

Downtown Investment Advisory360 Hamilton Avenue, Suite 1110 · White Plains, NY 10601 · (917) 363-4919 · % of assets managedCRD 168812 · % of assets · $125.3 million AUMSEC registeredNo commissions reportedDynamic Trading Management, LLC.245 Main Street 4th Floor · White Plains, NY 10601 · (914) 220-9404 · % of assets managedCRD 142638 · % of assets · $116.6 million AUMSEC registeredNo commissions reportedFmd Wealth Advisors LLC169 Mamaroneck Avenue 2nd Floor #36 · White Plains, NY 10601 · (914) 222-0503 · Financial planningCRD 334596 · % of assets, Hourly charges, Fixed fees · $140,249 AUMState registeredNo commissions reportedFox Financial Services, INC.1 Barker Avenue, 2nd Floor · White Plains, NY 10601 · (914) 761-1639 · Financial planningCRD 112506 · % of assets · $110.9 million AUMSEC registeredNo commissions reportedHalyard Asset Management LLC399 Knollwood Road, Suite 107b · White Plains, NY 10603 · (914) 437-5600 · % of assets managedCRD 154493 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedHuygens Capital LLC44 South Broadway, Suite 100 · White Plains, NY 10601 · (347) 224-1303 · % of assets managedCRD 168438 · % of assets, Performance-based fees · $10.7 million AUMState registeredNo commissions reportedLyonross Capital Management, LLC50 Main Street, Suite 1240 · White Plains, NY 10606 · (212) 218-3950 · Flat / fixed feesCRD 156637 · % of assets, Fixed fees, Performance-based fees · $880.5 million AUMSEC registeredNo commissions reportedMadison Advisory Services, INC.10 New King St, Suite 104 · White Plains, NY 10604 · (914) 328-8558 · Financial planningCRD 132386 · % of assets, Hourly charges, Fixed fees · $509.7 million AUMSEC registeredNo commissions reportedMatrix Asset Advisors INC10 Bank Street, Suite 590 · White Plains, NY 10606 · (212) 486-2004 · Financial planningCRD 107408 · % of assets, Fixed fees, Other · $1.4 billion AUMSEC registeredNo commissions reportedMilagre Wealth Management, INC.120 Bloomingdale Road, Suite 3400 · White Plains, NY 10605 · (914) 437-8066 · Financial planningCRD 309185 · % of assets · $137.1 million AUMSEC registeredNo commissions reported
Prato Capital Management70 Gedney Way · White Plains, NY 10605 · (914) 930-6871 · Financial planningCRD 289917 · % of assets, Hourly charges, Fixed fees · $224.6 million AUMSEC registeredNo commissions reportedPrism Planning and Solutions Group777 Westchester Ave., Suite 101 · White Plains, NY 10604 · (914) 831-3050 · Financial planningCRD 340003 · % of assets, Fixed fees · $157.0 million AUMSEC registeredNo commissions reportedSaposh & Malter, INC.75 South Broadway, Suite 4-107 · White Plains, NY 10601 · (646) 876-5220 · Financial planningCRD 119514 · % of assets, Hourly charges · $24.6 million AUMState registeredNo commissions reportedThe Portfolio Strategy Group, LLC50 Main Street, Suite 1280 · White Plains, NY 10606 · (914) 288-4900 · Financial planningCRD 166593 · % of assets, Hourly charges, Performance-based fees · $2.6 billion AUMSEC registeredNo commissions reportedTortoise Investment Management, LLC2 Westchester Park Drive, Suite 215 · White Plains, NY 10604 · (914) 686-0024 · Financial planningCRD 128723 · % of assets · $2.1 billion AUMSEC registeredNo commissions reportedYoshida Wealth Management, INC.50 Main Street, Suite 1000 · White Plains, NY 10606 · (212) 687-7886 · Financial planningCRD 305049 · % of assets, Hourly charges, Fixed fees · $17.0 million AUMState registeredNo commissions reported
Talking to advisers in White Plains? 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.