Fiduciary advisors in Victor, NY

7 registered advisers

7 advisory firms in Victor, New York carry SEC fiduciary registration, 7 of which are fee-only.

COOPER/HAIMS ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #124122
Typical Fee--
AUM$939M
Minimum--
Clients1,501

ELEVATUS WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #325629
Typical Fee--
AUM$438M
Minimum--
Clients1,203

EVER GREEN WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #297459
Typical Fee--
AUM$63M
Minimum--
Clients581

FLFS ADVISORY LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #334771
Typical Fee--
AUM$142M
Minimum--
Clients250

PIANO WEALTH MANAGEMENT

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #317854
Typical Fee--
AUM$44M
Minimum--
Clients114

PROSPERITY ADVISORY GROUP LLC

Fee-OnlyAlso Compensated via Product Sales
Victor, New YorkCRD #310720
Typical Fee--
AUM$207M
Minimum--
Clients833

THE PITTI GROUP WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Victor, New YorkCRD #314685
Typical Fee--
AUM$338M
Minimum--
Clients1,298
Fiduciary Advisors in Victor, New York | FiduciaryListings