Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$284,817,271
Total clients
482
18% high-net worth
Total advisors
4
of 5 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
121
Average account size
$590,907
Fixed fees for financial planning and consulting services generally range from $500 to $2,000; tax preparation fees range from $50 to $4,000 flat rate
$0 - $600,000: 1.20% $600,001 - $1,200,000: 0.60% $1,200,001+: 0.30%
Certain supervised persons may offer securities brokerage and insurance products on a commission basis; may receive commissions and 12b-1 fees in their individual capacities
Hourly fees for financial planning and consulting services range from $100 to $300 per hour
Fee-only: Financial planning and consulting fees generally range from $500 to $2,000 fixed fee; hourly fees range from $100 to $300 per hour; tax preparation fees range from $50 to $4,000 flat rate
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.
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.
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.
AllSquare Wealth Management, LLC
200 Great Oaks Blvd, Suite 219
Albany NY 12203, United States
Number of offices
4
CFP®, ChFC®, Series 63, Series 65
Albany, NY
AllSquare Wealth Management, LLC
CFP®, Series 66
Albany, NY
AllSquare Wealth Management, LLC
Series 63, Series 65
Cooperstown, NY
AllSquare Wealth Management, LLC
Series 63, Series 66
Altamont, NY
AllSquare Wealth Management, LLC
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