Firm
Fiorile Financial Advisory Group
Saranac Lake, New York
Fee-only
Fiorile Financial Advisory Group at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the PFS.
- Its Form ADV reports 1 employee and 52 individual clients.
- Its average account is about $471,000 (assets it manages divided by its 52 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Saranac Lake, New York |
|---|---|
| Website | fiorilecpa.com |
| Phone | (518) 891-3290 |
Fiorile Financial Advisory Group fees
Fiorile Financial Advisory Group 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $25 million |
| Individual clients | 52 |
| Accounts managed | 52 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-128213) |
| Financial planning | Offered |
| Form ADV filed | February 21, 2025 |
| SEC record | CRD 158733 |