Map to Your Wealth LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,920,026
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
4
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
4
Average account size
$980,007
About
The firm provides investment management, financial planning, and employee benefit plan services to individuals, trusts, small businesses, pension plans, and charitable organizations. It delivers ongoing portfolio supervision and written financial plans, and offers participant education and monitoring for employer-sponsored retirement plans.
Investment programs are built from client-specific investment policies and typically implemented with passive, low-cost index mutual funds and ETFs, while fundamental analysis is used when assessing particular securities. The firm will include actively managed funds or individual stocks at a client’s request and places client assets on an institutional custody platform for trade execution and reporting.
Operating at a boutique scale with roughly $3.9 million in discretionary assets across a small number of client relationships, the firm’s practice differs from many peers by advising charitable organizations and providing pension/employee benefit plan consulting. The principal’s background combines prior experience in medicine and an MBA with Series 65 licensure, and the firm also offers a year‑round comprehensive planning option billed on a monthly basis.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Occupation focus
Retired
Fee options
Comprehensive Financial Planning: $600 upfront plus $140/month ongoing; Financial Planning fixed fees range from $1,000 to $2,600
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
Account minimum: $100,000
Main office location
Map to Your Wealth LLC
Floral Park NY, United States
Number of offices
1
Most active in
Map to Your Wealth LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · New York · 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
Forms ADV
Quick links
LinkedIn
Facebook
Instagram
YouTube
Website
347-408-4305
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")