Glenview Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glenview Wealth LLC provides financial planning and investment consulting to individual clients, including high-net-worth individuals. The firm produces written financial plans and investment recommendations but does not manage client investment accounts or hold custody of client assets.
Its advisory work emphasizes asset-allocation guidance and recommending primarily passive investments concentrated in exchange-traded funds, while occasionally recommending individual stocks and bonds; the firm’s analysis incorporates both fundamental and technical methods. Clients are expected to implement accepted recommendations themselves, and the firm uses project-based and hourly planning engagements rather than percentage-of-assets-under-management billing.
Notably, Glenview does not provide portfolio management services for clients and does not charge AUM‑based fees, which is uncommon among independent advisers. The firm also discloses that its principal has an outside board role at a bank holding company, a limited-time commitment disclosed as an outside activity.
Client services
Expertise
Fee options
Typically a flat fee of $5,000 for Financial Planning Services, fee may vary based on complexity and is negotiable
$500.00 per hour billed in 10-minute increments
Fee-only: Flat fee of $5,000 for Financial Planning Services, hourly rate of $500.00 per hour for additional services or early termination billing
Main office
27 W 60th Street, #20013
New York NY 10023
Advisors at this office
1
Most active in
New York
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.
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