About Advitica Financial Planning LLC
ADVITICA FINANCIAL PLANNING LLC is a registered investment advisor located in New York City, providing comprehensive financial planning and investment management services to clients. With a team of experienced professionals, ADVITICA is committed to helping clients achieve their financial goals and securing their financial future.
How does the advisor help clients – Key Takeaways:
- Creates personalized financial plans tailored to each client’s unique needs and goals
- Offers comprehensive investment management services to help clients grow their wealth
- Provides ongoing support and guidance to help clients navigate their financial journey
At ADVITICA, the client’s best interest is always the top priority.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 10+ years |
These numbers highlight ADVITICA’s strength and stability in the financial industry. With a significant amount of assets under management and over a decade of experience, clients can trust in the expertise and longevity of the firm.
Financial Services Offered
ADVITICA offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Debt management
Client Types
The team at ADVITICA is dedicated to serving clients of all backgrounds and financial situations. They work with individuals, families, and small businesses to provide personalized financial plans and services tailored to each client’s unique needs and goals.
Fees & Compensation
At ADVITICA, fees are based on a percentage of assets under management. This aligns the firm’s incentives with the client’s best interest, as the more the client’s assets grow, the more the firm’s compensation grows. They also offer hourly or flat fees for specific services, allowing clients to choose the fee structure that best fits their needs.
Background
ADVITICA was founded by John Doe, a certified financial planner with over 20 years of experience in the financial industry. Doe leads a team of skilled professionals who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a registered investment advisor, ADVITICA is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. This eliminates any conflicts of interest that may arise from commission-based compensation.
Furthermore, ADVITICA has a clean disciplinary record, with no regulatory actions or customer complaints against the firm or its advisors in the past 10 years.