Mussett Wealth Management, LLC

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Client assets under management

$78,624,072

Clients

28% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$827,622

About

Mussett Wealth Management provides personalized financial planning, investment management and consulting to individuals, charitable organizations and businesses, and it also serves pension and profit‑sharing plans. The firm reports managing about $110.4 million in discretionary and non‑discretionary assets for roughly 95 clients and offers ERISA 3(38) and 3(16) plan services.

Its investment approach emphasizes strategic asset allocation with a core‑and‑satellite mix of actively and passively managed mutual funds and exchange‑traded funds, implemented primarily through discount brokers and no‑load funds. Client relationships are tailored with written investment policy statements, ongoing account reviews and quarterly reporting, and the firm provides participant education and retirement‑plan committee support.

Mussett’s ADV shows institutional client relationships that are uncommon for firms of its size, including entities beyond typical retail clients (for example, the firm reports serving pension plans and other institutional client types). This institutional work is reflected in its comprehensive ERISA plan‑management and oversight of third‑party service providers, combined with retail financial planning and licensed insurance activities.

Client services

Financial planning Portfolio management Pension consulting

Occupation focus

Founder/Business Owner Retired

Fee options

Fixed

Financial planning fees billed on a flat fee basis, not to exceed $6,000

Percentage

$0+: 0.6% to 1.0% annually for individual clients $0+: 0.25% to 1.25% annually for pension and profit sharing plans

Commissions

Insurance commissions may be received by advisors if clients choose to purchase insurance products recommended by them

Project-based

$175 to $225 per hour for financial planning services

Other

Account minimum: $250,000 Fee-only: Financial planning fees billed on flat fee basis not to exceed $6,000 or hourly basis ranging from $175 to $225 per hour

Main office location

Mussett Wealth Management, LLC

579 North Greenbush Road

Rensselaer NY 12144, United States

Number of offices

Most active in

New York

Disclosures

Business activities & affiliations

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

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 518-328-8104

Advisors at this firm

Helen C

CFP®, Series 63, Series 65

Rensselaer, NY

Mussett Wealth Management, LLC

Helen Carroll is a Certified Financial Planner® with 11 years of industry experience, currently serving at Mussett Wealth Management, LLC since 2014. She holds Series 63 and Series 65 licenses and is based in Rensselaer, NY. Mussett Wealth Management provides personalized financial planning and investment management to individuals, charitable organizations, and businesses, with a focus on strategic asset allocation through a core-and-satellite approach that combines actively- and passively-managed funds. The firm also offers institutional retirement-plan services and comprehensive advisory support.

Founder/Business Owner Retired

Olivia M

CFP®, Series 63, Series 65

Rensselaer, NY

Mussett Wealth Management, LLC

Olivia Mussett is a CFP®-certified financial advisor with seven years of industry experience. She has been with Mussett Wealth Management, LLC since 2011, where she is one of two advisors at the firm. Mussett Wealth Management provides personalized financial planning and investment management services to individuals, charitable organizations, and businesses, including consulting and advisory services for pension and profit sharing plans. The firm employs a strategic asset allocation approach combining actively- and passively-managed funds, focusing on global diversification and discretionary account management.

Founder/Business Owner Retired

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