Financial Spyglass®
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Financial Spyglass serves individual and high‑net‑worth clients with comprehensive financial planning and investment advisory services, including portfolio management implemented through third‑party money managers. The firm operates as a solo practice managing roughly $9.6 million across a very small client base.
The firm’s investment approach emphasizes passive portfolio construction and the use of outside managers, combined with ongoing due diligence and periodic reviews of manager holdings and strategies. Financial Spyglass generally maintains non‑discretionary relationships, requiring client authorization for trades and relying on client‑specific investment policy statements to guide implementation.
Compared with peers, the firm is atypical in that it does not charge advisory fees as a percentage of assets and also offers educational seminars and speaking engagements in addition to its one‑on‑one planning services. The firm is led by a CFP‑certified planner who emphasizes written financial plans, coordination with clients’ tax preparers, and outsourcing portfolio implementation to vetted outside managers.
Client services
Expertise
Fee options
Minimum fee: Fixed annual fee ranging from $20,000 to $40,000, paid monthly or quarterly Fee-only: Fixed annual fee for comprehensive financial planning and investment advisory service ($20,000 - $40,000)
Main office
80 Theodore Fremd Ave
Rye NY 10580
Advisors at this office
1
Most active in
New York
Also doing business as
Financial Spyglass · Financial Spyglass® · Long View Planning LLC D/B/A/ Financial Spyglass · The Art Of Your $Trategy Dba Financial Spyglass®
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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