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Financial Advisor Network, Inc.

Updated today

Client assets under management

$135,000,000

Clients

158

30% high-net worth

Advisors

3

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

53

Typical

Average account size

$854,430

About

Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning to individual and high‑net‑worth clients, charging clients primarily on a percentage‑of‑assets basis and handling accounts subject to written investment policy statements. The firm also offers tax preparation, accounting services, and other financial planning support as part of its service menu.

The firm employs both fundamental and technical analysis and generally follows a long‑term buy‑and‑hold approach concentrated in individual equities while using no‑load, no‑transaction‑fee index mutual funds and ETFs to control costs. Accounts are managed on a discretionary basis with periodic account reviews and reporting on a roughly quarterly schedule.

Financial Advisor Network is affiliated with an accounting practice and its advisory team includes licensed CPAs as well as a CFP® practitioner and an Enrolled Agent; the accounting and advisory businesses cross‑refer clients and provide the respective services for separate, typical compensation. That integrated advisory/accounting structure — together with a small advisory team managing roughly $135 million for about 158 clients — is a distinguishing feature relative to most peers and is addressed in the firm’s disclosure and conflict‑management policies.

Client services

Portfolio management

Expertise

General retirement planning General tax planning Passive / index investing

Fee options

Percentage

$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.90% on next $750,000 $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%

Project-based

$300 per hour

Other

Account minimum: $250,000

Main office location

Financial Advisor Network, Inc.

1111 Route 110, Suite 359

Farmingdale NY 11735, United States

Number of offices

1

Most active in

Florida · New Jersey · New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Quick links

Advisors at this firm

user avatar

John T

Series 63

Farmingdale, NY

Financial Advisor Network, Inc.

John Trotta is a financial advisor at Financial Advisor Network, Inc. with four years of industry experience. He holds a Series 63 designation and works alongside one other advisor at the firm. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold strategy focused on individual equities while incorporating no-load, no-transaction-fee index funds and ETFs to manage costs, and also offers tax preparation and accounting services through an affiliated practice.

General retirement planning General tax planning Passive / index investing
user avatar

David S

CFP®

Farmingdale, NY

Financial Advisor Network, Inc.

David Siegfried is a CFP® professional with 4 years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. in Farmingdale, NY, where he has worked since 2015. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs both fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities, complemented by cost-controlled index mutual funds and ETFs, and offers integrated accounting and tax preparation services through its affiliated accounting practice.

General retirement planning General tax planning Passive / index investing
user avatar

Leslie B

CFP®

Farmingdale, NY

Financial Advisor Network, Inc.

Leslie Braun is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. since 2008. The firm provides discretionary portfolio management and retirement planning to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities and cost-controlled index funds. Financial Advisor Network operates an integrated advisory and accounting model, with a small team managing approximately $135 million across about 158 clients.

General retirement planning General tax planning Passive / index investing
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