# Ian Post

> Ian Post is a fee-only financial advisor at Fifth Set Private Wealth Management LLC in Harrison, New York, who holds the CFA and CFP credentials. Fifth Set Private Wealth Management LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ian-post/
Built from public directory listings; last checked October 27, 2026.

## Facts

- **Firm:** Fifth Set Private Wealth Management LLC
- **Based in:** Harrison, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $160.3M across 323 accounts
- **Credentials:** CFA, CFP
- **CRD:** 2482832 (https://adviserinfo.sec.gov/individual/summary/2482832)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 63 (1994), Series 65 (2006)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://fifthsetwealth.com

## Frequently asked questions

### Is Ian Post a fee-only financial advisor?

Yes. Ian Post is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ian's firm.

### How does Ian Post charge for financial advice?

Ian's firm, Fifth Set Private Wealth Management LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Ian Post based?

Ian Post is based in Harrison, New York.

### What credentials does Ian Post hold?

Ian Post holds the CFA and CFP credentials.

### Is Ian Post registered with the SEC?

Yes. Ian Post is registered as an investment adviser representative in NJ, NY and TX (CRD 2482832), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Fifth Set Private Wealth Management LLC manage?

Fifth Set Private Wealth Management LLC reports $160.3M across 323 accounts in assets under management.

### How do I contact Ian Post?

Through Ian Post's website, fifthsetwealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/44614): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.