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Wellspent public graph/Firms/Financial Advisory Network
Firm

Financial Advisory Network

Scarsdale, New York

Fee-only

Financial Advisory Network 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 and 34 individual clients, 1 of them high net worth.

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

Facts

Based inScarsdale, New York
Websiterobertleitnerfan.com
Phone(914) 725-8790

Financial Advisory Network fees

Financial Advisory Network 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 byPercentage of assets · Hourly · Fixed fees
Individual clients33
High-net-worth clients1
Employees1
Planning clients1-10
Financial planningOffered
Form ADV filedFebruary 24, 2026
SEC recordCRD 119987

Advisors at this firm (1)