Seth Varnhagen
Fifth SET Private Wealth Management · Harrison, New York
Seth Varnhagen is a fee-only financial advisor at Fifth SET Private Wealth Management in Harrison, New York. Fifth SET Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fifth SET Private Wealth Management |
|---|---|
| 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 |
| SEC registration | Investment adviser representative in NY · CRD 2235276 |
| Exams passed | Series 63 (1992) · Series 65 (2004) · Series 66 (1998) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fifthsetwealth.com |
How Seth's firm compares
- Fifth SET Private Wealth Management's average account is about $496,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Seth
Is Seth Varnhagen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Seth holds no broker registration, and Fifth SET Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Seth charge for financial advice?
Seth's firm, Fifth SET Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Seth Varnhagen based?
Seth Varnhagen is based in Harrison, New York.
Is Seth Varnhagen registered with the SEC?
Yes. Seth Varnhagen is registered as an investment adviser representative in NY (CRD 2235276), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fifth SET Private Wealth Management manage?
Fifth SET Private Wealth Management reports $160.3M across 323 accounts in assets under management.
How do I contact Seth Varnhagen?
Through Seth's website, www.fifthsetwealth.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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