Ian Post
Fifth Set Private Wealth Management LLC · Harrison, New York
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.
- $160M
- Firm assets managed
- $496,000
- Firm's average account
- 1994
- First securities exam
How does Ian's firm compare?
-
Fifth Set Private Wealth Management LLC's average account is about $496,000, from its Form ADV (assets managed divided by 323 accounts).
Questions about Ian
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 | $160.3M across 323 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 2482832 |
| Exams passed | Series 63 (1994) · Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | fifthsetwealth.com |
| Profile |
Request an introduction to Ian
Tell Ian a little about what you're looking for. Ian isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Other fee-only advisors in Harrison
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.