Continuum Wealth Advisors, Llc
18 DIVISION ST., Saratoga Springs, New York 12866
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
the Advisor’s fee and the Independent Manager’s fee, will not exceed 2.00% annually. Financial Planning Services – As noted in Item 4, the Advisor offers its financial planning services as a part of its wealth management services. Clients may choose to engage the Advisor separa
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.