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Long Term Planning, One Flat Fee
Investment advice and financial planning for those seeking professional, objective service by a fiduciary with no account minimums and no ongoing fees or obligations
Your finances are complicated. You’re ready to get answers to your questions, but you’re not sure where to start.
Grand Central Financial Planning specializes in helping clients understand and manage their financial lives. We’ll work with you to clarify your options and give you the advice and support you need to make wise financial decisions.
Clients have the flexibility to engage our services on a one-time, periodic as-needed or ongoing basis. We are a Fee-Only and Advice-Only firm providing services for a flat fee and on an hourly planning basis.
Whether you’re starting from scratch, a do-it-yourself investor, already have a substantial portfolio, or just want a second opinion, we can help you with your needs.
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 tax efficient portfolio management.
The firm’s philosophy is centered around low costs, passive (index) investments, tax efficiency and fair dealing with clients, as reflected in our flat-fee structure. We serve clients as a fiduciary and never earn a commission of any kind.
If you have any further questions or would like to know more about our services, please email us at ak@grandcentralfp.com to arrange a quick no-cost, no-obligation “get acquainted” call.
What Makes Us Different?
Very simple, we charge a flat-fee for our financial investment advisory services. Currently only a handful of advisors use the flat-fee compensation model nationwide, and fewer still here in NYC.
The overwhelming majority of fee-only financial advisors still charge a percentage of your assets they hold under management. Over time these fees can make a significant dent in your savings.
We are a fiduciary. Thus we are obligated to always act in your best interest.
The Less You Pay, The More You Keep
Cost is a consideration in everything we do. That includes our reasonable fees, the low-cost funds we recommend to investors, and the tax efficiency of those funds.
Contact Us
Schedule Introductory Call
It’s never too early to get started on your investment plans. Tell us more about your goals and we will get you started on a plan to achieve them.
Grand Central Financial Planning
1407 Broadway – 26th Flr
New York, NY 10018
(212) 253-1229
Hours
Monday – Friday: 8am – 6pm
Saturday – Sunday: By appointment