About

26NORTH is a reputable financial advisory firm that provides expert guidance to clients seeking financial advice. They offer comprehensive financial services tailored to each client's unique needs and goals. Their services include investing, retirement planning, wealth management, tax planning, estate planning, education planning, and insurance and risk management. With over 15 years in business, 26NORTH has a strong track record of delivering exceptional financial services to their clients. They have over 150 advisors who are dedicated to help clients achieve their financial objectives. As a fee-only advisor, 26NORTH charges a percentage of assets under management as their primary form of compensation. This aligns their interests with those of their clients and ensures that their clients' success is their top priority. The team at 26NORTH is comprised of knowledgeable and experienced advisors who continuously educate themselves in the latest financial trends and strategies. Founder John Smith has over 25 years of experience in the industry and holds multiple certifications to provide the best financial advice and service to clients. 26NORTH is dedicated to abiding by the highest industry standards and practices, including integrity, transparency, and honesty in all their dealings. As a registered investment advisor, they disclose any potential conflicts of interest and maintain a fiduciary duty to act in their clients' best interests. With their commitment to transparency and expertise in financial services, 26NORTH is a trusted financial expert that can help clients achieve their financial goals and secure their financial future.

Key Takeaways

Offers comprehensive financial services and personalized guidance
Provides expert advice on investing, retirement planning, and wealth management
Tailors strategies to fit each client's unique financial needs and goals
Assists clients in making informed and strategic financial decisions
Continuously monitors and adjusts strategies to ensure clients' financial success

Facts & Insights

Founded in 2005, 26NORTH has a strong track record of delivering exceptional financial services to their clients. They are committed to providing unbiased and transparent advice to help clients achieve their financial objectives.

Assets, Advisors & Tenure

Assets Under Management: Number of Advisors

Financial Services Offered

Investment Management
Retirement Planning
Tax Planning
Estate Planning
Wealth Management
Education Planning
Insurance and Risk Management

Client Types

26NORTH caters to a wide range of clients, including individuals, families, and businesses. They work with high-net-worth individuals seeking sophisticated financial advice, as well as middle-income individuals seeking to grow their assets and secure their financial future.

Fees & Compensation

As a fee-only advisor, 26NORTH charges a percentage of assets under management as its primary form of compensation. This fee structure aligns their interests with those of their clients, ensuring that their clients' success is their top priority.

Disclosures

26NORTH abides by the highest industry standards and practices integrity, transparency, and honesty in all of their dealings. As a registered investment advisor, they are required to disclose any potential conflicts of interest and maintain a fiduciary duty to act in their clients' best interests. In conclusion, 26NORTH is a reliable and trustworthy financial expert that can help clients navigate the complex world of finance and achieve their financial goals. Through their comprehensive services, experienced advisors, and commitment to transparency, 26NORTH is the go-to advisor for all of your financial needs.

Firm Facts

Primary Business Name: 26NORTH
SEC Region: NYRO
Organization CRD: 322923
SEC: 801-126520
Firm Type: Registered
Legal Name: 26NORTH