Advisor at Mayflower Capital
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
Mayflower Capital
Location
Cortland, NY
Credentials
Series 63, Series 65
Industry experience
12 years
Financial planning fixed fee typically $1,000 to $3,000; speaking engagements $100 to $300
Up to 1.00% annually, paid quarterly in advance
Financial planning hourly rate $85 to $100 per hour
Fee-only: Financial planning: fixed fee typically $1,000 to $3,000; hourly fee $85 to $100 per hour; speaking engagements $100 to $300
Mayflower Capital LLC
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 66
Cortland, NY
Edward Jones
CFP®, Series 63, Series 66
Cortland, NY
Edward Jones
Series 65
Homer, NY
Pragmatic Advisors, LLC
CFP®, Series 63, Series 65
Ithaca, NY
New Horizon Financial Strategies, LLC
Series 65
Ithaca, NY
New Horizon Financial Strategies, LLC
CFP®, Series 63
Ithaca, NY
New Horizon Financial Strategies, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")