Firm
Canty Wealth Management
Ballston Spa, New York
Fee-only
Canty Wealth Management at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 3 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 443 individual clients, 195 of them high net worth.
- Its average account is about $568,000 (assets it manages divided by its 447 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Ballston Spa, New York |
|---|---|
| Website | cantyfinancial.com |
| Phone | (518) 885-3230 |
Canty Wealth Management fees
Canty Wealth 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 | $254 million |
| Individual clients | 248 |
| High-net-worth clients | 195 |
| Accounts managed | 447 |
| Employees | 5 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-68026) |
| Financial planning | Offered |
| Form ADV filed | July 17, 2026 |
| SEC record | CRD 118945 |