Financial Advisor Network, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning to individual and high‑net‑worth clients, charging clients primarily on a percentage‑of‑assets basis and handling accounts subject to written investment policy statements. The firm also offers tax preparation, accounting services, and other financial planning support as part of its service menu.
The firm employs both fundamental and technical analysis and generally follows a long‑term buy‑and‑hold approach concentrated in individual equities while using no‑load, no‑transaction‑fee index mutual funds and ETFs to control costs. Accounts are managed on a discretionary basis with periodic account reviews and reporting on a roughly quarterly schedule.
Financial Advisor Network is affiliated with an accounting practice and its advisory team includes licensed CPAs as well as a CFP® practitioner and an Enrolled Agent; the accounting and advisory businesses cross‑refer clients and provide the respective services for separate, typical compensation. That integrated advisory/accounting structure — together with a small advisory team managing roughly $135 million for about 158 clients — is a distinguishing feature relative to most peers and is addressed in the firm’s disclosure and conflict‑management policies.
Client services
Expertise
Fee options
$0 - $250,000: 1.25% $250,001 - $1,000,000: 0.90% on next $750,000 $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.50%
$300 per hour
Account minimum: $250,000
Main office
1111 Route 110, Suite 359
Farmingdale NY 11735
Advisors at this office
3
Most active in
Florida · New Jersey · New York
Also doing business as
Financial Advisor Network, Inc. · John Trotta, Cpa · Trotta, John · Trotta, John (Nmn)
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
John T
Series 63
Farmingdale, NY
Financial Advisor Network, Inc.
John Trotta is a financial advisor at Financial Advisor Network, Inc. with four years of industry experience. He holds a Series 63 designation and works alongside one other advisor at the firm. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily to individual and high-net-worth clients. The firm employs a long-term buy-and-hold strategy focused on individual equities while incorporating no-load, no-transaction-fee index funds and ETFs to manage costs, and also offers tax preparation and accounting services through an affiliated practice.
David S
CFP®
Farmingdale, NY
Financial Advisor Network, Inc.
David Siegfried is a CFP® professional with 4 years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. in Farmingdale, NY, where he has worked since 2015. Financial Advisor Network, Inc. provides discretionary portfolio management and retirement planning primarily for individual and high-net-worth clients. The firm employs both fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities, complemented by cost-controlled index mutual funds and ETFs, and offers integrated accounting and tax preparation services through its affiliated accounting practice.
Leslie B
CFP®
Farmingdale, NY
Financial Advisor Network, Inc.
Leslie Braun is a CFP® professional with four years of industry experience, currently serving as a financial advisor at Financial Advisor Network, Inc. since 2008. The firm provides discretionary portfolio management and retirement planning to individual and high-net-worth clients, combining fundamental and technical analysis with a long-term buy-and-hold strategy focused on individual equities and cost-controlled index funds. Financial Advisor Network operates an integrated advisory and accounting model, with a small team managing approximately $135 million across about 158 clients.
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