Firm
ADV Investment Management
White Plains, New York
Fee-only
ADV Investment Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
- Its average account is about $1.1 million (assets it manages divided by its 22 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | White Plains, New York |
|---|---|
| Website | devitofinancial.com |
| [email protected] | |
| Phone | (914) 738-6313 |
ADV Investment Management fees
ADV Investment Management doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $25 million |
| Accounts managed | 22 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 125326 |