Firm
Financial Spyglass®
Rye, New York
Fee-only
Financial Spyglass® 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 5 individual clients, 5 of them high net worth.
- Its average account is about $738,000 (assets it manages divided by its 13 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rye, New York |
|---|---|
| Website | financialspyglass.com |
| [email protected] | |
| Phone | (914) 921-6800 |
Financial Spyglass® fees
Financial Spyglass® 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 | Fixed fees |
|---|---|
| Assets managed | $10 million |
| High-net-worth clients | 5 |
| Accounts managed | 13 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 11, 2026 |
| SEC record | CRD 166378 |