Firm
Glenview Wealth
New York, New York
Fee-only
Glenview Wealth at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 1 individual clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Phone | (646) 801-8475 |
Glenview Wealth fees
Glenview Wealth 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 |
|---|---|
| Individual clients | 1 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 328073 |