Advisor at Financial Planning Associates, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Financial Planning Associates, LLC
Location
White Plains, NY 10603
Credentials
CFP®, Series 63
Industry experience
13 years
Based on Financial Planning Associates, LLC
Based on Financial Planning Associates, LLC
$400 to $3,500 fixed fee for financial planning
$1 - $500,000: 1.25% $500,001 - $1,500,000: 1.00% $1,500,001 - $3,000,000: 0.75% Above $3,000,000+: Negotiable
$100 to $350 per hour
Account minimum: $250,000 (may be waived)
399 Knollwood Road, Suite 113
White Plains, NY 10603
Connecticut · Florida · New Hampshire · New Jersey · New York · Texas
Gladstone Wealth Partners
2025 - Present (1 year)
Financial Planning Associates, LLC
2012 - 2025 (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFA®
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Series 63, Series 65
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Malvern Ridge Wealth Management
CFA®, Series 66
Nyack, NY
Sanskar Advisors, Inc.
Series 63, Series 65
Rye Brook, NY
Five Factor Capital Advisors
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