Fiduciary advisors in Great Neck, NY

8 registered advisers

The economic activity in and around Great Neck, New York sustains 8 SEC-registered fiduciary advisory firms. 8 charge fees only, taking no commissions.

C & C FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Neck, New YorkCRD #106752
Typical Fee--
AUM$61M
Minimum--
Clients46

CROSS SHORE CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Neck, New YorkCRD #136650
Typical Fee--
AUM$135M
Minimum--
Clients6

KUTZ AND COMPANY INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Neck, New YorkCRD #124722
Typical Fee--
AUM$103M
Minimum--
Clients131

PALUMBO WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Neck, New YorkCRD #306548
Typical Fee--
AUM$542M
Minimum--
Clients790

RGA INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Great Neck, New YorkCRD #149171
Typical Fee--
AUM$107M
Minimum--
Clients298

SAG HARBOR CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Great Neck, New YorkCRD #161490
Typical Fee--
AUM$455M
Minimum--
Clients2

STONE HILL FIDUCIARY MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Great Neck, New YorkCRD #164981
Typical Fee--
AUM$2.4B
Minimum--
Clients94

THE WEALTHPLAN LLC

Fee-OnlyAlso Compensated via Product Sales
Great Neck, New YorkCRD #306820
Typical Fee--
AUM$74M
Minimum--
Clients365
Fiduciary Advisors in Great Neck, New York | FiduciaryListings