Advisor at Third Eye Associates, Ltd
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Firm
Third Eye Associates, Ltd
Location
Red Hook, NY
Credentials
Series 63, Series 65
Industry experience
5 years
Robert Alonso is a financial advisor with Third Eye Associates, Ltd. He holds Series 63 and Series 65 registrations and has five years of industry experience. Prior to joining Third Eye Associates in 2021, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Alonso also operates a side business selling items on eBay and is licensed as a life insurance agent. Third Eye Associates serves individual clients and their families, including affluent and high-net-worth households, by providing comprehensive financial life planning and implementation support. The firm emphasizes a goals- and values-based planning process with an extended discovery phase and refers clients to vetted third-party managers for investment management.
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 Jersey · New York
Third Eye Associates, Ltd.
2021 - Present (5 years)
Third Eye Associates, Ltd.
2021 - Present (5 years)
J.P. Morgan Securities LLC.
2019 - 2021 (2 years)
Emerson Resort & Spa
2018 - 2018 (1 year)
JPMorgan Chase Bank, N.A.
2017 - 2021 (4 years)
Over The River Farm
2017 - 2018 (1 year)
New Paltz Bus Depot
2015 - 2017 (2 years)
Seeds Design
2015 - 2017 (2 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.
Series 63, Series 65
Staatsburg, NY
Bantam Inc.
Series 66
Germantown, NY
Ryefield Capital, LLC
CFP®, Series 66
Rhinebeck, NY
DDO Advisory Services, LLC
CFP®
Rhinebeck, NY
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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