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Craig Allen Buckhout

Advisor at Rockbridge Investment Management, LLC — Syracuse, NY

Updated today

Credentials

CFA®

Experience

5 years

Location

Syracuse, NY 13202

Rockbridge Investment Management, LLC logo

Rockbridge Investment Management, LLC

Team

Total advisors

11

Clients per advisor

138 Very High

Avg AUM per client

$892,150 Typical

HNW client ratio

21% Low

About

Craig Buckhout is a CFA® charterholder with 18 years at Rockbridge Investment Management, LLC and 6 years previously at Disciplined Capital Management. He has a total of 24 years of industry experience. Rockbridge Investment Management serves individuals, nonprofit organizations, business entities, and pension/profit-sharing plans, providing investment management, financial planning, retirement-plan consulting, and tax preparation services. The firm emphasizes passively managed index funds and ETFs, diversified portfolios with regular rebalancing, and offers pension consulting and participant education for employer-sponsored retirement plans.

Client services

Based on Rockbridge Investment Management, LLC

Financial planning Portfolio management

Expertise

Based on Rockbridge Investment Management, LLC

Passive / index investing Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Annual $100 fixed fee per household (for clients under $500,000 AUM); Fixed project fees for financial planning ($2,500 to $10,000).

Percentage

$0 - $1,000,000: 0.90% annually (individual clients) $1,000,001 - $5,000,000: 0.75% annually (individual clients) $5,000,001 - $10,000,000: 0.60% annually (individual clients) $10,000,001+: 0.45% annually (individual clients) $0 - $1,000,000: 0.65% annually (institutional clients) $1,000,001 - $10,000,000: 0.50% annually (institutional clients) $10,000,001 - $20,000,000: 0.25% annually (institutional clients) $20,000,001+: 0.10% annually (institutional clients)

Other

Minimum fee: $100 annual fixed fee per household, billed quarterly (for clients with less than $500,000 AUM, combined with a 1.25% management fee) Fee-only: Fixed project fees for financial planning and consulting typically range from $2,500 to $10,000, due upon completion.

Location

Syracuse, NY

220 South Warren Street, 9th Floor

Syracuse NY 13202

Advisors at this office

11

Most active in

New York

Work history

5 years of industry experience

Disciplined Capital Management,

2015 - 2021 • 6 years

Syracuse, NY

Rockbridge Investment Management, LLC

2008 - Present • 18 years

Syracuse, NY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Robert J

CFP®, Series 63

Baldwinsville, NY

Main Street Wealth Management, LLC

Robert Just is a CFP® with seven years of industry experience. He is the sole advisor at Main Street Wealth Management, LLC, where he has worked since 2019. Prior to that, he spent two years at Wolfson Wealth Management, LLC. Main Street Wealth Management provides portfolio management, financial planning, and ongoing pension and employee benefit plan consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm uses a variety of analytical methods and typically recommends mutual funds and ETFs while also incorporating fixed income, REITs, annuities, and other instruments. It offers regular account monitoring and pension consulting services tailored to plan demographics and objectives.

Annuities Real estate investing
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Nancy G

Series 63, Series 66, Series 65

Syracuse, NY

Edward S. Green & Associates, LLC

Nancy Green is a financial advisor with Edward S. Green & Associates, LLC in Syracuse, NY. She holds Series 63, Series 65, and Series 66 licenses and has six years of industry experience. Outside of her advisory role, she works as a human resources consultant for Bousquet Holstein PLLC. Edward S. Green & Associates functions primarily as a solicitor for an unaffiliated investment adviser, providing clients with financial concierge services that coordinate education, retirement, and estate planning alongside other financial professionals. The firm does not manage client investment accounts directly and operates without taking custody of client assets or charging advisory fees based on assets under management.

Wealth management
user avatar

Samuel K

Series 65

Syracuse, NY

Kraemer Capital Management LLC

Samuel Kraemer is the sole advisor at Kraemer Capital Management LLC in Syracuse, NY, holding a Series 65 credential with four years of industry experience. Prior to his advisory role, he has worked in various positions including at Hillside Children’s Center, where he serves as a Youth Advocate assisting high school students with graduation and post-secondary planning. Kraemer Capital Management LLC is an independent advisory firm providing discretionary investment management and comprehensive financial planning services primarily to individual clients. The firm focuses on tailored portfolios based on fundamental analysis and a long-term investment approach, with regular portfolio reviews and reporting.

General retirement planning College savings (529s, UTMA, etc.) Debt management
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Mattawe C

Series 63, Series 65

Marietta, NY

Clements Investment Management

Mattawe Clements is the principal advisor at Clements Investment Management in Marietta, NY, holding Series 63 and Series 65 licenses with 20 years of industry experience. He has managed Clements Investment Management since 2013 and has been involved in insurance and financial services since 1990. Additionally, he owns Clements Ranching LLC, a farm and ranch business that raises hay and cattle in Fernley, NV. Clements Investment Management provides discretionary investment management and financial consulting to individuals, retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $26 million across about 42 clients, employing a strategic asset-allocation, core-satellite approach focused on passive index funds and ETFs supplemented by selective active management.

Wealth management Passive / index investing Active portfolio management
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Christopher D

CFA®

Fayetteville, NY

Constellation Asset Management, Inc.

Christopher Devoe is a CFA® charterholder with 24 years of experience at Constellation Asset Management, Inc., an independent firm based in Fayetteville, NY. He also owns and operates C&H Stamps, a mail-order collectibles business. Constellation Asset Management provides discretionary portfolio management primarily for individual and family accounts, as well as trusts, retirement plans, and corporate accounts, employing a combination of fundamental, technical, and cyclical analysis across various asset classes.

Active portfolio management Options & derivatives strategies
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Lucas S

Series 65

Syracuse, NY

LTS Wealth Management

Lucas Smith is the sole advisor at LTS Wealth Management in Syracuse, NY, holding a Series 65 credential with one year of industry experience. His background includes roles in education and union leadership, currently serving as Grievance Chair for the Baldwinsville Teachers Association and operating a basketball officiating business under Luke Smith, LLC. He has been involved in education and sports officiating for over a decade alongside his advisory work. LTS Wealth Management provides investment advisory and financial planning services to individuals, families, and small businesses, combining quantitative and qualitative analysis with an emphasis on long-term strategic asset allocation and tactical adjustments. The firm offers tailored planning engagements and account management without commissions or custody of client funds, operating on a small scale under a single adviser.

Tax-loss harvesting Options & derivatives strategies
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