James Vitiello
Fifth Avenue Wealth Advisors · New York, New York
James Vitiello is a fee-only financial advisor at Fifth Avenue Wealth Advisors in New York, New York. James charges a percentage of assets (0.9% a year on the first tier of assets managed and a $1,000,000 asset minimum) and focuses on tax planning, retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- High earners
Facts
| Firm | Fifth Avenue Wealth Advisors |
|---|---|
| Based in | New York, New York |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed · A $1,000,000 asset minimum |
| Assets under management | $24.3M across 10 accounts |
| SEC registration | Investment adviser representative in NY · CRD 1247869 |
| Exams passed | Series 63 (2006) · Series 65 (2014) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.fifthavenuewealth.com |
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Questions about James
Is James Vitiello a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Fifth Avenue Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James charges a percentage of assets.
How much does James charge?
According to Fifth Avenue Wealth Advisors's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed; a $1,000,000 asset minimum.
Where is James Vitiello based?
James Vitiello is based in New York, New York.
What does James specialize in?
James's specialties include tax planning, retirement planning and estate & legacy planning. James works with executives and high earners.
Is James Vitiello registered with the SEC?
Yes. James Vitiello is registered as an investment adviser representative in NY (CRD 1247869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fifth Avenue Wealth Advisors manage?
Fifth Avenue Wealth Advisors reports $24.3M across 10 accounts in assets under management.
How do I contact James Vitiello?
Through James's website, www.fifthavenuewealth.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
- Fifth Avenue Wealth Advisors 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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