Advisor at New Horizon Financial Strategies, 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
New Horizon Financial Strategies, LLC
Location
Ithaca, NY 14850
Credentials
CFP®, Series 63, Series 65
Industry experience
26 years
Financial planning seminar fees ranging from $25 to $100 per person.
$0 - $350,000: $1,990 (single person financial planning fee) $350,001 - $550,000: $2,990 (single person financial planning fee) $550,001 - $2,500,000: $3,990 (single person financial planning fee) $2,500,001 - $5,000,000: $4,990 (single person financial planning fee) $5,000,001 - $10,000,000: $5,990 (single person financial planning fee) $10,000,001+: $7,990 (single person financial planning fee) $0 - $350,000: $2,990 (married person financial planning fee) $350,001 - $550,000: $3,990 (married person financial planning fee) $550,001 - $2,500,000: $4,990 (married person financial planning fee) $2,500,001 - $5,000,000: $5,990 (married person financial planning fee) $5,000,001 - $10,000,000: $6,990 (married person financial planning fee) $10,000,001+: $8,990 (married person financial planning fee)
Commissions may be earned by licensed insurance agents associated with the firm for sale of insurance products.
$275 per hour for limited financial planning services including divorce planning.
Account minimum: $25,000 (AssetMark Mutual Fund accounts minimum, other AssetMark accounts have higher minimums) Fee-only: Full service financial planning fees ranging from $1,990 to $8,990 based on income and net worth; $275 per hour for limited financial planning; Estate Planning fees range from $500 to $5,000.
New Horizon Financial Strategies, LLC
2019 - Present (7 years)
Comprehensive Asset Management & Servicing, Inc.
2011 - 2019 (8 years)
New Horizon Financial Strategies
2006 - 2019 (13 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 66
Ithaca, NY
Edward Jones
CFP®, Series 63, Series 66
Cortland, NY
Edward Jones
CFP®, Series 65
Ithaca, NY
S Conway Consulting, LLC
Series 63, Series 65
Cortland, NY
Mayflower Capital
Series 66
Ithaca, NY
Centennial Wealth Management Inc.
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