Vahanian & Associates Financial Planning Inc.

Retirement Planning Firm in Ballston Spa, NY

Firm Info
Address: 60 Railroad Pl #104, Saratoga Springs, NY 12866, USA
Phone: (518) 583-0891

Firm Size
Assets Under Management: $317.3 million
# of Advisors: 6
# of Clients: 321
Client to Advisor Ratio: 54:1
Average Account Size: $988,543
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly

Get Connected with a Financial Advisor

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Vahanian & Associates Financial Planning Inc Overview

VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is a registered investment advisory firm that operates under an investment advice only model. This means that the firm's revenue is generated solely from fees paid by clients for financial planning and portfolio management services. With headquarters in Saratoga Springs, NY, VAHANIAN & ASSOCIATES has been in business since 1998, providing investment advice to clients for over two decades. The expertise of VAHANIAN & ASSOCIATES extends to offering a variety of financial planning services to help clients achieve their financial goals. These services may include retirement planning, tax planning, college funding, estate planning, and risk management. Additionally, VAHANIAN & ASSOCIATES specializes in portfolio management for individual and small business clients. Through rigorous research and analysis, the firm helps clients build and manage their investment portfolios to maximize returns while minimizing risk. VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is committed to providing top-level financial advice and service to its clients. The firm's fee-only fee arrangement ensures that clients can trust that its recommendations are unbiased and independent. If you are looking for a registered investment advisory firm that can help you navigate the complex world of financial planning and investment management, VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC is an excellent choice.

rates retainer fees VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC serves a wide range of clients, including individuals and high net worth individuals. These clients seek guidance in managing their finances and investments, planning for retirement, and ensuring their financial goals are met. The firm is committed to providing customized solutions to each client's unique needs, ensuring that their financial plans align with their individual goals and objectives. VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC offers a variety of fee structures to meet the needs of their diverse clientele. Depending on the services provided, clients may be charged a percentage of the assets under management (AUM) or an hourly rate for consultations. Retainer fees are also available for clients who require ongoing financial planning and investment management services. With transparent and flexible fee structures, VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC ensures that clients receive the personalized support they need to succeed financially.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for VAHANIAN & ASSOCIATES FINANCIAL PLANNING INC does not mention an investment minimum.

How This Office Can Help Ballston Spa, NY Residents

Vahanian & Associates Financial Planning Inc. is a leading financial planning firm that offers a range of solutions to clients residing in Ballston Spa, NY. Their goal is to help clients achieve their financial objectives while also providing them with peace of mind about their financial future. In addition, their services are tailored to meet the unique needs of individuals and families at various stages in their lives. Some of the specific financial situations that clients in Ballston Spa, NY may face include planning for retirement, managing investment portfolios, estate planning, and risk management. The experienced financial planners at Vahanian & Associates Financial Planning Inc. help clients navigate these challenges by developing customized financial plans that align with their goals and objectives. They also provide ongoing support and guidance to help clients adjust to changing circumstances and ensure that their financial plan stays on track. By working with Vahanian & Associates Financial Planning Inc., clients in Ballston Spa, NY can feel confident that their financial future is in good hands.

To view the Minimum Investment and Fee Schedule for Vahanian & Associates Financial Planning Inc, visit their Part 2 Brochure.

Services Offered by Vahanian & Associates Financial Planning Inc

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Vahanian & Associates Financial Planning Inc most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Unavailable
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 60 Railroad Pl #104, Saratoga Springs, NY 12866, USA
Phone (518) 583-0891
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Vahanian & Associates Financial Planning Inc is registered to service clients in the following states:

  • California
  • Connecticut
  • Florida
  • Massachusetts
  • New Hampshire
  • New York
  • Texas

Disciplinary History

Vahanian & Associates Financial Planning Inc does not have any disclosures. Please visit it's Form ADV for more details.