Calculated Financial Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,631,413
Clients
35
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
35
TypicalAverage account size
$275,183
About
Calculated Financial Solutions, LLC provides investment advisory and financial planning services to individuals, trusts, and estates, managing approximately $9.6 million for a small client base. The firm documents client goals and tailors portfolios and plans to individual time horizons and risk tolerances, offering ongoing discretionary portfolio management and periodic reviews.
The firm’s investment process combines asset-allocation strategies with both fundamental and technical analysis and may include short- and long-term trades, mutual funds, and certain option or margin strategies where appropriate. Financial planning engagements include coordination with other professionals and review of tax, estate, and insurance documents to develop implementation schedules agreed with clients.
A distinctive feature is the firm’s material affiliation with an accounting practice, with many advisory clients also receiving accounting and tax services from the related firm; this arrangement is uncommon among independent advisers and can facilitate integrated tax and financial planning. The practice’s small scale and integrated advisory-accounting relationship differentiate it from larger, purely investment-focused peers.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement income strategy
Wealth management
Cash flow / budgeting
Fee options
Financial planning fixed fees ranging from $2,500 to $7,500 or more
$475 per hour
Account minimum: $50,000 Minimum fee: $2,500 annually
Main office location
Calculated Financial Solutions, LLC
525 Chestnut Street, Suite 205
Cedarhurst NY 11516, United States
Number of offices
1
Most active in
Calculated Financial Solutions, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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