Rooted Planning Group
Corning, New York
Rooted Planning Group, based out of Corning, NY, is a local investment advisory firm providing comprehensive financial planning and investment management services. With a team of 5 dedicated professionals, they specialize in offering personalized solutions to their 190+ individual clients. Rooted Planning Group manages over $72,594,000 in assets, with an average of $2,790,000 in assets under management per investment advisor. The firm's compensation structure is diverse and includes a percentage of assets under management, ensuring their interests align with the clients' financial success. Rooted Planning Group has extensive expe...
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Assets Under Mgmt

$72.59M

Investment Professionals

5

Locations

2

% 401K & Individual

45%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Educational seminars/workshops
Other: TAX PREPARATION
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