Firm
Orange Investment Advisors
Goshen, New York
Fee-only
Orange Investment Advisors at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 8 advisors are listed here; 2 of 8 hold the CFP.
- Its Form ADV reports 18 employees and 1,307 individual clients, 370 of them high net worth.
- Its average account is about $766,000 (assets it manages divided by its 2,179 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Goshen, New York |
|---|---|
| Website | orangeinvestmentadvisors.com |
| Phone | (845) 294-6127 |
Orange Investment Advisors fees
Orange Investment 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
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 937 |
| High-net-worth clients | 370 |
| Accounts managed | 2,179 |
| Employees | 18 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-48913) |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 107387 |