Fiduciary advisors in Dewitt, NY

4 registered advisers

SEC registration data shows 4 fiduciary advisory firms in Dewitt, New York. 4 are fee-only.

HAZARD & SIEGEL ADVISORY SERVICES LLC

Fee-OnlyAlso Compensated via Product Sales
Dewitt, New YorkCRD #151462
Typical Fee--
AUM$378M
Minimum--
Clients294

J.W.BURNS & COMPANY, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dewitt, New YorkCRD #107835
Typical Fee--
AUM$1.0B
Minimum--
Clients1,323

OMC FINANCIAL SERVICES LTD

Fee-OnlyClean RecordAlso Compensated via Product Sales
Dewitt, New YorkCRD #110528
Typical Fee--
AUM$287M
Minimum--
Clients585

R.S. PETRELL & ASSOCIATES, LLC D/B/A STRATEGIC WEALTH ADVISORS

Fee-OnlyAlso Compensated via Product Sales
Dewitt, New YorkCRD #143462
Typical Fee--
AUM$159M
Minimum--
Clients446
Fiduciary Advisors in Dewitt, New York | FiduciaryListings