Firm
Saratoga Investment Solutions Inc.
Saratoga Springs, New York
Fee-only
Saratoga Investment Solutions Inc. at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 38 individual clients, 26 of them high net worth.
- Its average account is about $244,000 (assets it manages divided by its 200 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Saratoga Springs, New York |
|---|---|
| [email protected] | |
| Phone | (518) 584-5995 |
Saratoga Investment Solutions Inc. fees
Saratoga Investment Solutions Inc. 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 | $49 million |
| Individual clients | 12 |
| High-net-worth clients | 26 |
| Accounts managed | 200 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | June 29, 2026 |
| SEC record | CRD 124949 |