Advisor at Third Eye Associates, Ltd
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Firm
Third Eye Associates, Ltd
Location
Red Hook, NY
Credentials
CFP®, Series 63
Industry experience
23 years
Rebecca Brown is a CFP® with 23 years of industry experience, currently serving as an advisor at Third Eye Associates, Ltd. Her prior roles include positions at Commonwealth Financial Network, DTRT Wealth, LLC, Alps Distributors, Inc., and Cramer Rosenthal McGlynn LLC. She is also the USA Director for the Tobacco Free Portfolios Foundation, a nonprofit focused on promoting tobacco-free finance policies. Third Eye Associates works with individual clients and their families, including affluent and high-net-worth households, offering comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process and refers clients to vetted third-party managers for investment management when appropriate.
Fixed retainer fees for financial planning services: $2,500+ annual Maintenance, $4,500+ Standard, $5,000+ Couples, $6,000+ Business Owners (six-month rates), $7,000+ Transition Planning (annual)
$0 - $250,000: 1.20% $250,000 - $500,000: 1.05% $500,000 - $1,000,000: 0.85% $1,000,000 - $2,000,000: 0.65% $2,000,000+: 0.50%
$275 per hour
Minimum fee: Minimum fee of $825 for hourly financial planning Fee-only: Financial planning fees charged as hourly fees ($275/hour with minimum $825) and fixed retainers ranging from $2,500 to $7,000 annually or semi-annually depending on program
Red Hook, NY
New York
Third Eye Associates, Ltd
2025 - Present (1 year)
DTRT Wealth, LLC
2024 - 2025 (1 year)
Commonwealth Financial Network
2021 - 2022 (1 year)
Tobacco Free Portfolios Foundation
2021 - Present (5 years)
Truth Initiative
2021 - 2025 (4 years)
Alps Distributors, Inc.
2010 - 2021 (11 years)
Cramer Rosenthal McGlynn LLC
2005 - 2021 (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
CFP®, Series 63, Series 66
Clinton Corners, NY
Hudson Delaware Planning LLC
CFP®
Red Hook, NY
Shelterbelt Advisors
Shelterbelt Advisors serves the sustainable food and farm community with personalized advice, planning and education. We are committed to the stewards of the earth – the farmers, food entrepreneurs, and the good folks who support that work – because we share in their vision of abundance, diversity, and regeneration. Who Are You? You are stewarding creation on your land and in your work. You are nourishing your community and feeding your family. You are spreading the seeds of your wealth. Who Are We? A financial planning and tax firm that can help you build real wealth from agriculture and food systems work, make smart money choices that support your values, and transform your wealth into a force for good. What Is real financial planning? It is.. Personal: Made just for you and your journey. Interpersonal: Open and honest for those you show up for. Community: Invites, includes and invests in people. System: Rooted and returned in multiple forms. Michael Grady Robertson is a Certified Financial Planner® Certificant and tax professional. He has been a farmer for twenty years. He lives in the Hudson Valley of New York on a fiber-focused sheep farm. His most recent vacation was to delightfully charming All Things Oz Museum in Chittenango, New York.
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Staatsburg, NY
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Germantown, NY
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Moonbridge Financial Design, LLC
I work with women who feel unseen by traditional financial service providers, and are tired of being talked at instead of spoken to. This includes women breadwinners, who want to be sure they're doing all they can with their money to secure the future; and women who feel like they should be able to create a financial plan but aren't sure where to start. Outside of financial planning, I serve on the board of a non-profit affordable housing network in the metro New York area, am active in my local Rotary Club, and am slowly learning how to build a garden that is friendly to pollinators and unappealing to rabbits. My journey has included life and work in India, Vietnam and other places, an MBA from Cornell University, several years on a trading floor right out of college and stops along the way that contribute to the life experience that I bring to each of you.
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