Elizabeth Mustico
The Mustico Financial Group · Elmira, New York
Elizabeth Mustico is a fee-only financial advisor at The Mustico Financial Group in Elmira, New York. The Mustico Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | The Mustico Financial Group |
|---|---|
| Based in | Elmira, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $316.5M across 466 accounts |
| SEC registration | Investment adviser representative in FL, NY · CRD 8121679 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.musticofinancial.com |
How Elizabeth's firm compares
- The Mustico Financial Group's average account is about $679,000, from its Form ADV (assets managed divided by 466 accounts).
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Questions about Elizabeth
Is Elizabeth Mustico a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and The Mustico Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Elizabeth charge for financial advice?
Elizabeth's firm, The Mustico Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Elizabeth Mustico based?
Elizabeth Mustico is based in Elmira, New York.
Is Elizabeth Mustico registered with the SEC?
Yes. Elizabeth Mustico is registered as an investment adviser representative in FL and NY (CRD 8121679), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Mustico Financial Group manage?
The Mustico Financial Group reports $316.5M across 466 accounts in assets under management.
How do I contact Elizabeth Mustico?
Through Elizabeth's website, www.musticofinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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