Best Financial Consultants in Port Jefferson, NY
Find and compare 8 financial planners in Port Jefferson, NY. Every listing below shows contact info and reviews so you can shortlist the right financial planner for your needs.
Top Financial Consultants in Port Jefferson
Wells Fargo Advisors Unclaimed
Morgan Stanley Financial Advisors Unclaimed
John P Fitzpatrick - Morgan Stanley Unclaimed
Edward Jones - Financial Advisor: Michael R Sceiford, CFP® Unclaimed
The Fitzpatrick Capital Group - Morgan Stanley Unclaimed
How to choose a financial planner in Port Jefferson
- Prefer a fee-only fiduciary who must act in your interest.
- Confirm CFP certification and a clean regulatory record.
- Ask exactly how they're compensated.
- Make sure their specialty matches your goals.
Typical financial planner costs in Port Jefferson
In Port Jefferson, NY, financial planners typically charge 1% of assets per year, or $150–$400 per hour / $1,000–$3,000 flat. Actual pricing depends on the scope of your job, so always request a written quote.
Frequently asked questions
How many financial planners are there in Port Jefferson, NY?
1Network currently lists 8 financial planners in Port Jefferson, NY. You can compare their reviews, contact details, and services on this page.
How much does a financial planner cost in Port Jefferson?
Financial planners in Port Jefferson, NY typically charge about 1% of assets annually, $150–$400 per hour, or $1,000–$3,000 for a flat-fee plan.
What is a fiduciary financial planner?
A fiduciary is legally required to put your interests first. Look for fee-only CFP professionals in Port Jefferson to avoid commission conflicts.
How do I choose a financial planner in Port Jefferson?
Verify CFP credentials, confirm fee-only status, and check reviews. 1Network lists 8 financial planners in Port Jefferson, NY.