Fiduciary advisors in Woodbury, NY

5 registered advisers

Business activity in Woodbury, New York generates enough wealth management demand to support 5 fiduciary firms with SEC registration. 5 charge fees only, taking no commissions.

CONSOLIDATED PORTFOLIO REVIEW CORP

Fee-Only, No ConflictsClean Record
Woodbury, New YorkCRD #112694
Typical Fee--
AUM$1.3B
Minimum--
Clients4,821

FUSION FAMILY WEALTH, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodbury, New YorkCRD #168254
Typical Fee--
AUM$1.2B
Minimum--
Clients1,299

SPIELBERGER & BROOKS, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodbury, New YorkCRD #147197
Typical Fee--
AUM$474M
Minimum--
Clients251

U.S. WEALTH GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Woodbury, New YorkCRD #141062
Typical Fee--
AUM$154M
Minimum--
Clients256

VANDERBILT ADVISORY SERVICES

Fee-OnlyAlso Compensated via Product Sales
Woodbury, New YorkCRD #116537
Typical Fee2.75%
AUM$2.1B
Minimum--
Clients6,470
Fiduciary Advisors in Woodbury, New York | FiduciaryListings