Gary Schatsky
IFC Personal Money Managers · New York, New York
Gary Schatsky is a fee-only financial advisor at IFC Personal Money Managers in New York, New York. Gary focuses on tax planning and retirement planning. IFC Personal Money Managers reports charging hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | IFC Personal Money Managers |
|---|---|
| Based in | New York, New York |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $450.9M across 515 accounts |
| SEC registration | Investment adviser representative in NY, TX · CRD 4648261 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.objectiveadvice.com |
How Gary's firm compares
- IFC Personal Money Managers's average account is about $876,000, from its Form ADV (assets managed divided by 515 accounts).
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Questions about Gary
Is Gary Schatsky a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and IFC Personal Money Managers reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, IFC Personal Money Managers, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Gary Schatsky based?
Gary Schatsky is based in New York, New York.
What does Gary specialize in?
Gary's specialties include tax planning and retirement planning.
Is Gary Schatsky registered with the SEC?
Yes. Gary Schatsky is registered as an investment adviser representative in NY and TX (CRD 4648261), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does IFC Personal Money Managers manage?
IFC Personal Money Managers reports $450.9M across 515 accounts in assets under management.
How do I contact Gary Schatsky?
Through Gary's website, www.objectiveadvice.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
- IFC Personal Money Managers website : specialties, clients served, and fees, checked October 30, 2026
- 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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