Note Advisors

Note Advisors at a glance

• One of 480 fee-only firms based in New York in the Wellspent graph.
• 6 advisors are listed here; 3 of 6 hold the CFP.
• Its Form ADV reports 11 employees and 518 individual clients, 53 of them high net worth.
• Its average account is about $369,000 (assets it manages divided by its 1,183 accounts).

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

Facts

Note Advisors fees

Note Advisors 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

Advisors at this firm (6)

• Andrew Lemay

• Angela Hall

  CFP

• Colten Kitcho

• Shawn Glogowski

  CFP

• Thomas Conway

  CFP

• Thomas Waring

  ChFC