Eighty Rods Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Eighty Rods Advisors provides comprehensive financial planning and discretionary investment management to individual households—predominantly high‑net‑worth clients—and related entities such as trusts and business owners, offering services as ongoing, one‑time, or project‑based engagements. The firm also conducts educational seminars and workshops (in-person or virtual) that deliver general financial and investment information; advisory relationships are formalized through written agreements.
The firm follows a planning‑first model in which written financial plans inform portfolio construction and implementation, and it may coordinate with other professionals or recommend third‑party managers for parts of a client’s portfolio. Investment management emphasizes long‑term, passive buy‑and‑hold strategies and asset allocation using mutual funds, ETFs, stocks, and bonds, applying fundamental analysis and Modern Portfolio Theory, and the firm charges flat or fixed advisory fees rather than a percentage‑of‑assets fee.
Notable features that distinguish the firm from many solo independent advisers include its routine offering of educational workshops and its flat‑fee pricing approach, both of which are less common in the peer group. The firm manages a small number of clients with concentrated assets and focuses on tailored planning for complex, high‑net‑worth and business‑owner situations, with at least annual plan reviews and periodic client meetings.
Client services
Expertise
Fee options
One-Time Comprehensive Financial Plan Creation Services: $5,000-$10,000 (individual), $7,500-$15,000 (married); Project-Based Financial Planning Services: Starting at $1,000, varies by scope
$325/hour (used for early termination fee calculations)
Main office
Larchmont NY
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
80 Rods Advisors LLC · Eighty Rods Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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