Federmann Financial Advisors Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Federmann Financial serves individual and high‑net‑worth clients, providing discretionary portfolio management and, when requested, financial planning and consulting services. The firm also offers non‑discretionary advisory for variable life/annuity subaccounts and employer‑sponsored retirement plan platforms, and will provide standalone tax preparation services on request.
Investment allocations are generally across bonds, mutual funds, and exchange‑traded funds, with strategies that range from long‑term holdings to shorter‑term trading and use of specialized ETF structures such as buffer ETFs; accounts are monitored on an ongoing basis and clients may access account aggregation and planning tools (eMoney/Advyzon) that include assets the firm does not manage. The brochure notes use of mutual fund families that require adviser access in some cases and treats cash as an asset class when implementing portfolios.
What is distinctive about the firm is that its principal is a licensed CPA and the adviser offers in‑house tax preparation and enrolled‑agent services, a practice the brochure identifies as a potential conflict of interest when recommended. The firm also limits discretionary authority for cryptocurrency investments—preferring to recommend exposure via exchange‑traded securities or third‑party managers rather than direct purchases—and does not vote client proxies, leaving proxy voting to clients.
Client services
Expertise
Fee options
Financial planning and consulting fees generally from $2,500 to $15,000; initial consultation fee of $500 may be charged
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
$325 to $400 per hour for financial planning, consulting, and tax preparation services
Account minimum: $200,000 Minimum fee: $2,500 annual minimum fee for investment advisory services Fee-only: Investment advisory services provided on a fee-only basis; does not accept compensation from sale of securities or other investment products
Main office
See office745 Route 25 A, Suite C
Rocky Point NY 11778
Advisors at this office
2
Offices (2)
Most active in
Florida · New York
Also doing business as
F.H. Federmann, Cpa · F.H. Federmann, Mst, Cpa/Pfs · Federmann Financial Advisors Inc. · Franklin H. Federmann
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.
Advisors at this firm
Anthony V
Series 65
Tampa, FL
Federmann Financial Advisors Inc.
Anthony Visintin is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc. in Tampa, FL, where he has worked since 2020. He has four years of industry experience and prior work history includes roles at Greggs Landscaping, Synergy Storage Group, and Saint Leo University. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of investment strategies across bonds, mutual funds, and ETFs, and offers additional services including in-house tax preparation and consolidated reporting through the eMoney platform.
Lisa K
CFP®, PFS™, Series 65
Rocky Point, NY
Federmann Financial Advisors Inc.
Lisa Kelly is a CFP® and PFS™ credentialed advisor at Federmann Financial Advisors Inc. with four years of industry experience. She has been a licensed CPA since 2011 and has been affiliated with Federmann Financial Advisors since 2006. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies across bonds, mutual funds, and ETFs, and provides in-house tax preparation services through its CPA and enrolled agent.
Ashley W
Series 65
Rocky Point, NY
Federmann Financial Advisors Inc.
Ashley White is a Series 65-licensed financial advisor with Federmann Financial Advisors Inc., bringing one year of industry experience. Prior to joining Federmann Financial Advisors in 2022, White worked five years at Coastline Wealth Management and spent six years at North Country Limousine. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting. The firm employs a mix of long-term, short-term, and trading strategies across bonds, mutual funds, and ETFs, and offers in-house tax preparation services through its CPA and enrolled agent.
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