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Grand Central Financial Planning
Grand Central Financial Planning is a fee-only financial advisory firm based in New York City offering financial planning and cost-effective and...
Overview
Grand Central Financial Planning is a fee-only financial advisory firm based in New York City offering financial planning and cost-effective and tax-efficient portfolio management. The firm’s philosophy centers on low costs, passive (index) investments, tax efficiency, and fair dealing with clients via a flat-fee structure. It serves clients as a fiduciary, never earns commissions, and offers one-time, periodic, or ongoing engagement with no account minimums.
General information
Firm type
RIA
Location
City
New York City
Principals
Andrew Kleinberg
CFA, CFP®
Sector focus
Frequently asked questions
What services does Grand Central Financial Planning offer?
The firm provides financial planning and investment management services to individual clients and families, as typical for an RIA. Specific service packages are not detailed in public records.
What regulatory filings does Grand Central Financial Planning have?
As an SEC or state-registered RIA, the firm files Form ADV with the SEC. The ADV provides information on the firm's advisory services, fees, and disciplinary history, but specific filings are not excerpted here.
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