Nottingham Wealth Partners, Inc. logo

Nottingham Wealth Partners, Inc.

Updated today

Client assets under management

$80,455,295

Clients

142

11% high-net worth

Advisors

4

of 7 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

36

Low

Average account size

$566,587

About

Nottingham Wealth Partners, Inc. is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, businesses, charitable organizations and retirement plans; the firm reports managing about $80.5 million with four advisors and serves roughly 142 clients across five branch offices. Its service offering includes discretionary and non‑discretionary investment management, financial planning (stand‑alone or as part of advisory services), and retirement plan advisory work, including serving in a 3(21) fiduciary capacity for plans.

The firm builds customized, primarily long‑term portfolios using low‑cost mutual funds and ETFs and may also use individual stocks or bonds where appropriate, applying internal due diligence and periodic rebalancing or tactical trades as client needs dictate. NWP also allocates to unaffiliated independent managers when suitable, provides ongoing monitoring and reporting, and notes use of Dimensional Fund Advisors (DFA) funds — a product set that is generally available only through approved advisers.

Nottingham’s brochure discloses several organizational and distribution features that differentiate it from many peers: it is a wholly owned subsidiary of Community Bank, N.A., operates under the d/b/a Nottingham Financial Group, and is under common ownership with Nottingham Advisors Inc. and OneGroupNY (an insurance business); certain advisory persons are registered representatives of LPL Financial and licensed insurance agents, the firm sponsors a wrap fee program, and it uses multiple custodial platforms (Schwab, LPL, AssetMark, SEI). These relationships and platform arrangements — including disclosures about custodial support services, potential referral pathways, and limited‑access fund availability — are described in the firm’s Form ADV and are relevant considerations alongside the firm’s stated fiduciary obligations.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

General retirement planning Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed financial planning fees range from $1,500 to $3,500 per engagement

Percentage

up to 2.00% annually

Commissions

Certain advisory persons receive commissions from securities and insurance sales separately from advisory fees

Project-based

Hourly financial planning fees range from $175 to $350 per hour

Subscriptions

Annual financial planning retainer fees range from $500 to $5,000, invoiced quarterly

Other

Fee-only: Financial planning fees: $175 to $350 per hour; fixed fees $1,500 to $3,500 per engagement; annual fees $500 to $5,000

Main office location

Nottingham Wealth Partners, Inc.

333 Butternut Dr.

Syracuse NY 13214, United States

Number of offices

5

Most active in

Florida · Minnesota · New Hampshire · New York · South Dakota · Texas · Vermont

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Joseph P

Series 63, Series 65

Latham, NY

Nottingham Wealth Partners, Inc.

Joseph Polsinelli is a financial advisor at Nottingham Wealth Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, OneGroup Wealth Partners, and Cetera Investment Advisers. He is also an owner of Empire State Asset Management LLC and serves as a trustee for a family member’s irrevocable trust. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

General retirement planning Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Paul R

ChFC®, Series 63, Series 66

Venice, FL

Nottingham Wealth Partners, Inc.

Paul Restante is a financial advisor with Nottingham Wealth Partners, Inc. He holds the ChFC® designation and has 38 years of industry experience. His career includes roles at OneGroup Wealth Partners, Inc., LPL Financial LLC, Invest Financial Corporation, and the Community Bank, NA Trust Division. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

General retirement planning Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Anthony V

CFP®, Series 63, Series 65, Series 66

Orlando, FL

Nottingham Wealth Partners, Inc.

Anthony Van Ore is a CFP® professional with 16 years of industry experience, currently serving at Nottingham Wealth Partners, Inc. His prior roles include positions at Onegroup Wealth Partners, Destiny Wealth Partners, and Ruggie Wealth Management among others. Outside of financial advising, he holds executive leadership roles in several massage therapy businesses. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and individual securities, and manages approximately $65.6 million in discretionary assets through a two-advisor team operating across five offices.

General retirement planning Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael C

Series 63, Series 66

Dewitt, NY

Nottingham Wealth Partners, Inc.

Michael Cerminaro Jr. is a financial advisor at Nottingham Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA for 17 years, as well as LPL Financial and Nottingham Financial Group. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

General retirement planning Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k)
Warmer team member

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

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")