Firm
Oppenheimer + Close
New York, New York
Fee-only
Oppenheimer + Close at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 5 advisors are listed here.
- Its Form ADV reports 5 employees and 126 individual clients, 61 of them high net worth.
- Its average account is about $732,000 (assets it manages divided by its 127 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | New York, New York |
|---|---|
| Website | oppvest.com |
| [email protected] | |
| Phone | (212) 489-7527 |
Oppenheimer + Close fees
Oppenheimer + Close doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee. 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 | Percentage of assets · Hourly · Performance-based fees |
|---|---|
| Assets managed | $93 million |
| Individual clients | 65 |
| High-net-worth clients | 61 |
| Accounts managed | 127 |
| Employees | 5 |
| Planning clients | 26-50 |
| Registered with | The SEC (801-34964) |
| Financial planning | Offered |
| Form ADV filed | March 27, 2026 |
| SEC record | CRD 15168 |