AllSquare Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
AllSquare Wealth Management provides integrated wealth management and consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. Services described in the brochure include financial planning, portfolio management, tax preparation, and consulting on estate, charitable giving, and retirement plan matters, as well as assistance with Medicaid nursing home applications.
The firm’s investment approach is grounded in a fundamental analysis framework combined with an efficient-market philosophy: AllSquare sets asset-allocation targets and implements them largely with passively managed vehicles (ETFs, mutual funds, and Treasury securities), with ongoing monitoring and rebalancing tied to clients’ investment policy statements. AllSquare manages client assets on a discretionary basis (about $308 million as disclosed) and tailors portfolios to risk tolerance and client-imposed written restrictions; the firm reports no account minimum.
Notable operational features include that certain supervised persons, in their individual capacities, are licensed insurance agents and registered representatives of a broker-dealer and may offer insurance or brokerage services for commissions, while advisory services remain separate and disclosed to address conflicts of interest (including fee-offsets for some retirement plan engagements). The firm also offers in-house tax preparation and specific planning support such as Medicaid application assistance, and it discloses custody practices (e.g., trustee/executor roles subject to annual surprise examination) and a policy of not aggregating trades.
Client services
Expertise
Fee options
Financial planning and consulting fixed fees generally range from $500 to $2,000. Tax preparation flat fees range from $50 to $4,000.
$0 - $600,000: 1.20% $600,000 - $1,200,000: 0.60% $1,200,000+: 0.30%
Certain supervised persons may offer securities brokerage and insurance products under commission arrangements.
Hourly fees generally range from $100 to $300 depending on the level and scope of services.
Fee-only: Financial planning and consulting fees generally range from $500 to $2,000 fixed fee, and/or $100 to $300 hourly rate. Tax preparation fees range from $50 to $4,000 flat fee.
Main office
200 Great Oaks Blvd, Suite 219
Albany NY 12203
Advisors at this office
4
Most active in
Arizona · Florida · Massachusetts · New York · North Carolina · South Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Douglas B
CFP®, ChFC®, Series 63, Series 65
Albany, NY
AllSquare Wealth Management, LLC
Douglas Bauer is a CFP® and ChFC® with 37 years of industry experience, currently serving as an advisor at AllSquare Wealth Management, LLC since 2010. He holds Series 63 and Series 65 licenses and is based in Albany, NY. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market philosophy, primarily using passively managed investments tailored to clients’ risk tolerance and investment policy statements.
Daniel B
CFP®, Series 66
Albany, NY
AllSquare Wealth Management, LLC
Daniel Bauer is a CFP® and holds a Series 66 designation with 25 years of experience in the financial industry. He has been with AllSquare Wealth Management, LLC since 2010 and also worked at Purshe Kaplan Sterling Investments from 2014 to present. In addition to his advisory role, he serves as an independent insurance agent. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework combined with an efficient-market philosophy, primarily using passively managed investment vehicles and tailoring portfolios to client risk tolerance without imposing account minimums.
Daniel W
Series 63, Series 65
Albany, NY
AllSquare Wealth Management, LLC
Daniel Weinberg is a financial advisor at AllSquare Wealth Management, LLC with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments since 2014. Outside of his advisory role, Weinberg serves on the board of the Albany Jewish Community Center and is vice-chair of the investment committee for the Endowment Board of Governors at the Jewish Federation of Northeastern New York. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a fundamental analysis framework combined with an efficient-market philosophy, primarily implementing asset allocation through passively managed vehicles, and offers discretionary portfolio management tailored to client risk tolerance without an account minimum.
Brett H
Series 63, Series 66
Albany, NY
AllSquare Wealth Management, LLC
Brett Harris is a financial advisor at AllSquare Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with AllSquare Wealth Management and Purshe Kaplan Sterling Investments since 2016. Harris serves on the board and finance committee of Liberty ARC, a charitable organization. AllSquare Wealth Management provides integrated wealth management and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm employs a fundamental analysis framework paired with an efficient-market philosophy, focusing on passively managed investment vehicles tailored to clients’ risk tolerance and preferences.
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