Firm
Whitney & Company
Rochester, New York
Fee-only
Whitney & Company at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 9 advisors are listed here; 2 of 9 hold the CFP.
- Its Form ADV reports 12 employees and 739 individual clients, 209 of them high net worth.
- Its average account is about $791,000 (assets it manages divided by its 1,885 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rochester, New York |
|---|---|
| Website | whitneyandcompany.com |
| Phone | (585) 232-6200 |
Whitney & Company fees
Whitney & Company 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 · Fixed fees |
|---|---|
| Assets managed | $1.5 billion |
| Individual clients | 530 |
| High-net-worth clients | 209 |
| Accounts managed | 1,885 |
| Employees | 12 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-60710) |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 117307 |