Fiduciary advisors in Saratoga Springs, NY

13 registered advisers

Saratoga Springs is a historic resort city where horse racing wealth and a growing tech presence (GlobalFoundries) support a niche advisory market, and 13 SEC-registered fiduciary firms serve local investors. Fee-only firms account for 12 of the 13 registered practices, or about 92% of the local market.

CONGRESS PARK CAPITAL LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #150309
Typical Fee--
AUM$366M
Minimum--
Clients392

CONTINUUM WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #152895
Typical Fee2.00%
AUM$254M
Minimum--
Clients807

CRESCENT HILL PARTNERS LLC

Fee-Only, No ConflictsClean Record
Saratoga Springs, New YorkCRD #166276
Typical Fee--
AUM$299M
Minimum--
Clients381

KERSHNER, GROSSO & CO.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #105696
Typical Fee--
AUM$825M
Minimum--
Clients1,418

KING WEALTH MANAGEMENT GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #159550
Typical Fee--
AUM$1.1B
Minimum--
Clients1,894

MCNEILL CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #154517
Typical Fee--
AUM$37M
Minimum--
Clients92

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #151237
Typical Fee--
AUM$630M
Minimum--
Clients2,698

PEAK WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #332411
Typical Fee1.00%
AUM$39M
Minimum--
Clients127

QUARTZ PARTNERS INVESTMENT MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #174327
Typical Fee--
AUM$398M
Minimum--
Clients1,277

SAGE HILL ADVISORY AND MANAGEMENT LLC

Clean RecordAlso Compensated via Brokerage
Saratoga Springs, New YorkCRD #149365
Typical Fee--
AUM$68M
Minimum--
Clients92

SHADE TREE ADVISORS LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #289905
Typical Fee--
AUM$1.0B
Minimum--
Clients124

STERLING MANOR FINANCIAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #284218
Typical Fee--
AUM$201M
Minimum--
Clients924

WPM WEALTH ADVISORS LLC

Fee-OnlyAlso Compensated via Product Sales
Saratoga Springs, New YorkCRD #316722
Typical Fee--
AUM$72M
Minimum--
Clients353
Fiduciary Advisors in Saratoga Springs, New York | FiduciaryListings