Advisers in Woodbury, NY

6 advisers in Woodbury — 6 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)Retirement plan consulting (4)

All advisers

Consolidated Portfolio Review Corp125 Froehlich Farm Blvd. · Woodbury, NY 11797 · (631) 845-5100 · Financial planningCRD 112694 · % of assets, Hourly charges, Fixed fees · $1.6 billion AUMSEC registeredNo commissions reported Fusion Family Wealth, LLC88 Froehlich Farm Boulevard, Suite 401 · Woodbury, NY 11797 · (516) 206-1320 · Financial planningCRD 168254 · % of assets, Other · $1.4 billion AUMSEC registeredNo commissions reported Spielberger & Brooks, INC.7600 Jericho Turnpike, Suite 305 · Woodbury, NY 11797 · (516) 433-3100 · Financial planningCRD 147197 · % of assets, Performance-based fees · $473.8 million AUMSEC registeredNo commissions reported Trident Advisors LLC181 Crossways Park Drive · Woodbury, NY 11797 · (516) 681-9100 · Financial planningCRD 145231 · % of assets, Other · $15.8 million AUMState registeredNo commissions reported Vanderbilt Advisory Services125 Froehlich Farm Blvd. · Woodbury, NY 11797 · (631) 845-5100 · Financial planningCRD 116537 · % of assets, Hourly charges, Fixed fees · $2.1 billion AUMSEC registeredNo commissions reported Veneroso Wealth Management1000 Woodbury Rd Suite 404 · Woodbury, NY 11797 · (631) 559-7713 · Financial planningCRD 342014 · % of assets, Hourly charges, Fixed fees · $298.8 million AUMSEC registeredNo commissions reported

Talking to advisers in Woodbury? 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.