Four Corners Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$99,408,438
Clients
45
64% 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
45
HighAverage account size
$2,209,076
About
Four Corners Financial advises individuals, high net worth clients, trusts, estates and retirement plans, offering wealth management, investment management, and both one-time and ongoing financial planning. The firm reports managing about $104.8 million across roughly 45 client relationships and delivers fee-based services for investment management and retirement plan consulting.
Portfolios are built primarily with diversified mutual funds and ETFs, with selective use of individual stocks, corporate debt and bonds, and are managed with a generally long-term orientation while permitting shorter-term trades for rebalancing or client needs. The firm describes its investment process as incorporating cyclical analysis and the Fama–French three-factor model to inform portfolio construction and asset allocation decisions, and it will recommend rollovers or ERISA fiduciary oversight when appropriate.
Noteworthy distinctions include a formal retirement plan advisory practice that provides vendor analysis, IPS design and monitoring, ERISA 3(38) investment management, participant enrollment and education tracking, and ERISA 404(c) assistance — services that are less common among independent advisors. The firm also discloses an institutional relationship with the Altruist platform that provides software and related economic benefits, and its materials indicate use of client testimonials in marketing, both of which are atypical for peers in this category.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Wealth management
Fee options
Fixed fees for financial planning based on scope and negotiated hourly rate
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001 - $4,000,000: 0.60% annually $4,000,001 - $10,000,000: 0.40% annually $10,000,001+: 0.20% annually
Financial planning hourly rate up to $300 per hour
Fee-only: One-time financial planning fees up to $300 per hour; fixed fees based on expected hours; ongoing financial planning fees $2,500 to $10,000 annually
Main office location
Four Corners Financial
150 Broadhollow Road, Suite 215
Melville NY 11747, United States
Number of offices
1
Most active in
Four Corners Financial has reported serving >5 clients in these states in the last 12 months.
New York · South Carolina · Texas
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 not active or affiliated with:
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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.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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