W Wellspent Public advisor graph
Wellspent public graph/Firms/4Sight Advisors
Firm

4Sight Advisors

Nyack, New York

Fee-only

4Sight Advisors at a glance

  • One of 480 fee-only firms based in New York in the Wellspent graph.
  • 3 advisors are listed here.
  • Its Form ADV reports 3 employees and 149 individual clients, 9 of them high net worth.
  • Its average account is about $56,000 (assets it manages divided by its 233 accounts).

Fee-only advisors in New York · What fee-only advisors charge in New York

Facts

Based inNyack, New York
Website4sight-advisors.com
Phone(646) 275-2318

4Sight Advisors fees

4Sight Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$13 million
Individual clients140
High-net-worth clients9
Accounts managed233
Employees3
Planning clients101-250
Financial planningOffered
Form ADV filedSeptember 23, 2026
SEC recordCRD 287523

Advisors at this firm (3)