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Advisor

Edward Hadad

Financial Asset Management · Chappaqua, New York

Edward Hadad is a fee-only financial advisor at Financial Asset Management in Chappaqua, New York, who holds the CFP credential. Edward focuses on retirement planning, tax planning and estate & legacy planning. Financial Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Specialties

Facts

FirmFinancial Asset Management
Based in Chappaqua, New York
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Accepting new clientsYes
Assets under management$436.2M across 846 accounts
CredentialsCFP
SEC registration Investment adviser representative in NY · CRD 7434220
Firm size3 employees
Disclosures None reported
Websitewww.famcorporation.com

How Edward's firm compares

  • Financial Asset Management's average account is about $516,000, from its Form ADV (assets managed divided by 846 accounts).

What fee-only advisors charge in New York

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Questions about Edward

Is Edward Hadad a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Edward holds no broker registration, and Financial Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Edward charge for financial advice?

Edward's firm, Financial Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Edward Hadad based?

Edward Hadad is based in Chappaqua, New York.

What does Edward specialize in?

Edward's specialties include retirement planning, tax planning and estate & legacy planning.

What credentials does Edward Hadad hold?

Edward Hadad holds the CFP credential.

Is Edward Hadad registered with the SEC?

Yes. Edward Hadad is registered as an investment adviser representative in NY (CRD 7434220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Financial Asset Management manage?

Financial Asset Management reports $436.2M across 846 accounts in assets under management.

How do I contact Edward Hadad?

Through Edward's website, www.famcorporation.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

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