WEALTHSPIRE ADVISORS

400 Broadhollow Road
Suite 301
Melville, New York 11747
Tel: 631-227-3900

About WEALTHSPIRE ADVISORS

WEALTHSPIRE ADVISORS, formally registered with the SEC as WEALTHSPIRE ADVISORS. The firm was established in 07/29/2008. They have over 3 offices throughout the country.

WEALTHSPIRE ADVISORS is a Melville, New York based Financial Planning firm with nearly $3,046,087,569 assets under management, offering retirement planning & investment advisory services to 2210 clients. The firm is staffed with 42 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	147592
SEC#	801-69418
Assets Managed by Firm	$3,046,087,569
No. of Clients	2210
No. of Advisors	42

Fee Structure

A percentage of AUM
Fixed fees
Other (WRAP FEE)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2210	$3,046,087,569
Individuals (other than high net worth individuals)	277	$77,638,296
High net worth individuals	337	$2,886,999,118
Pension and profit sharing plans	32	$51,998,179
Charitable organizations	10	$19,820,173
Corporations or other businesses	10	$9,631,803

More Retirement Planning firms in Melville, New York:

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T. ROWE PRICE ASSOCIATES, INC. 100 East Pratt Street Baltimore, MD, 21202	$1,752,267,028,988	4696	3814
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BROWN ADVISORY 901 South Bond Street, Suite 400 Baltimore, MD, 21231-3340	$108,331,371,643	23317	657
PROSHARE ADVISORS LLC 7272 Wisconsin Avenue, 21st Floor Bethesda, MD, 20814	$65,095,381,946	126	101
PNC CAPITAL ADVISORS LLC One East Pratt Street, Fifth Floor - East Baltimore, MD, 21202	$37,701,864,167	516	254

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