Seneca Financial Advisors

Seneca Financial 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 19 employees and 353 individual clients, 159 of them high net worth.
• Its average account is about $751,000 (assets it manages divided by its 1,128 accounts).

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

Facts

Seneca Financial Advisors fees

Seneca Financial 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)

• Christina Larkin

  CFP

• Elizabeth Raabe

  CFP

• Matthew Darcy

  CFA

• Scott Lefebre

  PFS

• Stephen Green

• Zachary Erskine

  CFP