Advisor at Broad Wealth Management, Inc.
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
Broad Wealth Management, Inc.
Location
Rye, NY
Credentials
CFP®, Series 63, Series 65
Industry experience
19 years
Richard Blonstein is a CFP® professional with 19 years of industry experience and over 25 years as a CPA. He is the sole advisor at Broad Wealth Management, Inc., an independent firm based in Rye, NY. In addition to his advisory work, he is involved in tax compliance and financial planning through his accounting practice. Broad Wealth Management, Inc. provides personalized financial planning and investment counseling for high-net-worth individuals, trusts, estates, and businesses. The firm uses a counseling-oriented approach without discretionary trading authority, integrating tax and accounting expertise into its services.
Based on Broad Wealth Management, Inc.
Based on Broad Wealth Management, Inc.
Fixed fees are based on the agreed value of services provided; specific amounts not stated
$0 - $1,000,000: 1% $1,000,001 - $2,000,000: 0.8% $2,000,001 - $3,000,000: 0.6% $3,000,001+: 0.5%
Hourly charges generally range between $150 and $400 per hour depending on professional classification and experience
Fee-only: Fixed fees and hourly fees also available; hourly fees range from $150 to $400 per hour
Rye, NY
Connecticut · New York
Richard Blonstein CPA, CFP
2001 - Present (25 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
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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