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Financial Advisors

ATWOB

Financial Advisor serving Katonah, New York · 1 of 2 financial advisors in the area

📍 23 PARKWAY, Katonah, New York
📞 (914) 302-••••
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📍 23 PARKWAY, Katonah, New York

About ATWOB

ATWOB is a financial advisor located in Katonah, New York. As a local financial advisor, they serve Katonah and surrounding communities in New York. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Katonah should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New York securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Katonah

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Katonah may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Katonah

Check online reviews and ratings before hiring
Get multiple quotes to compare pricing
Verify licensing and insurance
Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Katonah?
Financial Advisors in Katonah typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Katonah?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 2 financial advisors in Katonah to choose from.
Does ATWOB offer free quotes?
Contact ATWOB directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Katonah

HOLLOW BROOK WEALTH MANAGEMENT LLC

152 BEDFORD ROAD, KATONAH, NY 10536