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Financial planning in White Plains, NY

11 advisers in White Plains offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 11

Fmd 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 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 reportedPrato 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