Sylo Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$13,818,000
Clients
13
0% 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
13
LowAverage account size
$1,062,923
About
Sylo Planning, LLC is a fee-only registered investment adviser that provides investment management and financial planning to individual clients, including high‑net‑worth individuals. The firm operates as a solo practice under its sole principal and offers both comprehensive written financial plans and limited-scope project engagements.
The adviser builds portfolios using asset allocation principles and a combination of passive and active strategies, and may engage outside managers to implement client allocations. Clients grant the firm limited discretionary or non‑discretionary authority, and the majority of the firm’s assets are managed on a non‑discretionary basis; investment management is delivered exclusively through a wrap‑fee program that bundles advisory and transaction services.
Compared with many independent peers, Sylo is notable for sponsoring a wrap fee program while holding most client assets non‑discretionarily and for offering educational seminars and speaking engagements in addition to one‑on‑one services. The firm serves a small client roster, executes trades on an individual rather than aggregated (block) trading basis, and relies on custodian‑provided statements for account reporting.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Fee options
$500 initial onboarding fee for Project-Based Financial Planning; fees for educational seminars range from $2,000 to $5,000 per seminar
0.88% annually
$375 per hour for Project-Based Financial Planning
Minimum fee: $1,500 minimum annual fee Fee-only: Fee-only firm; compensation solely from clients for services
Main office location
Sylo Planning
Brooklyn NY, United States
Number of offices
1
Most active in
Sylo Planning has reported serving >5 clients in these states in the last 12 months.
New York
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.
Forms ADV
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