Tamara Witham
GreenLife Advisors, LLC · Harrison, New York
Tamara Witham is a fee-only financial advisor at GreenLife Advisors, LLC in Harrison, New York, who holds the CFP, CFA and MBA credentials. Tamara focuses on international & expat planning. GreenLife Advisors, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Newcomers (immigration)
- Cross-border families
Facts
| Firm | GreenLife Advisors, LLC |
|---|---|
| Based in | Harrison, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $19.8M across 58 accounts |
| Credentials | CFP · CFA · MBA |
| SEC registration | Investment adviser representative in NY · CRD 2214046 |
| Exams passed | Series 63 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | greenlifeadvisors.com |
| Profile |
How Tamara's firm compares
- GreenLife Advisors, LLC's average account is about $341,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Tamara
Is Tamara Witham a fee-only financial advisor?
Yes. Tamara Witham is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Tamara's firm.
How does Tamara charge for financial advice?
Tamara's firm, GreenLife Advisors, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Tamara Witham based?
Tamara Witham is based in Harrison, New York.
What does Tamara specialize in?
Tamara's specialties include international & expat planning. Tamara works with newcomers (immigration) and cross-border families.
What credentials does Tamara Witham hold?
Tamara Witham holds the CFP, CFA and MBA credentials.
Is Tamara Witham registered with the SEC?
Yes. Tamara Witham is registered as an investment adviser representative in NY (CRD 2214046), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does GreenLife Advisors, LLC manage?
GreenLife Advisors, LLC reports $19.8M across 58 accounts in assets under management.
How do I contact Tamara Witham?
Through Tamara's website, greenlifeadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- GreenLife Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- 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.
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