Greenbush Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$363,685,431
Clients
648
Advisors
4
of 6 employees
About
Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management and retirement-plan advisory services to individuals and employer-sponsored plans. The firm offers full and modular financial plans, ongoing portfolio management held at a qualified custodian, participant-level education and a proprietary employer retirement-plan solution called Active(k).
The firm employs both fundamental and technical analysis and conducts continuous monitoring and discretionary trading for managed accounts. For clients who meet the “qualified client” threshold, Greenbush may offer performance-based fee arrangements tied to capital appreciation with high-water-mark protections; its representatives are also licensed to sell insurance and may receive commissions on insurance product sales.
Greenbush is notable for managing over $616 million of client assets with a relatively small advisory team, and for combining ERISA-focused plan consulting (both fiduciary and non-fiduciary services) with retail advisory work. The firm discloses an affiliation with an accounting practice, receives periodic marketing or travel reimbursements from product sponsors, and distributes newsletters and videos to clients.
Client services
Expertise
Occupation focus
Fee options
Flat annual fees for retirement plan investment advisory services can range from $1,000 to $90,000; fixed ongoing consultation fees up to $50,000 per year.
$0 - $1,099,999: 0.1% to 1.5% annually (asset management services, exact fee disclosed prior to services) $1,100,000+: Performance-based fees negotiated in addition to asset-based fee for qualified clients (see details below)
Commissions can be earned by licensed insurance agents (representatives) when selling insurance products separately from advisory services.
Maximum of $1,000 per hour for financial planning and investment consulting services; rates negotiable.
Charged only to qualified clients (minimum $1.1 million AUM or net worth over $2.2 million); fees based on capital appreciation; negotiated individually.
Account minimum: $250,000 (minimum to establish and maintain an advisory account, exceptions can be granted at discretion of Advisor)
Main office
159 Wolf Road, Suite 101
Albany NY 12205
Advisors at this office
4
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Michael R
CFP®, Series 63
Albany, NY
Greenbush Financial Group, LLC
Michael Ruger is a CERTIFIED FINANCIAL PLANNER™ professional with 21 years of industry experience. He is currently affiliated with Greenbush Financial Group, LLC, where he has worked since 2007. His prior experience includes roles at Crump and American Portfolios Financial Services, Inc. Outside of advisory work, he is a medical broker with Advocate Health. Greenbush Financial Group provides financial planning, investment consulting, asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with discretionary trading and manages over $616 million in client assets with a team of four advisors.
Bradley H
Series 66, Series 65
Albany, NY
Greenbush Financial Group, LLC
Bradley Harkness is a financial advisor with Greenbush Financial Group, LLC, holding Series 65 and Series 66 licenses and bringing 16 years of industry experience. He has worked at The Ayco Company L.P. since 2009 and joined Greenbush Financial Group in 2023. Outside of his advisory role, he serves as a trustee for the Scotia Glenville Elks, overseeing the lodge’s finances. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm uses both fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a four-advisor team.
David W
Series 65, Series 66
Albany, NY
Greenbush Financial Group, LLC
David Wojeski is a financial advisor with Greenbush Financial Group, LLC, holding Series 65 and Series 66 licenses and five years of industry experience. He has worked at Greenbush Financial Group since 2001 and maintains roles with Wojeski & Company CPA's, P.C., a certified public accounting firm. Outside of advisory work, he is involved in several business activities, including providing computer hardware and networking support and serving as co-trustee of a family trust. Greenbush Financial Group offers personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.
Robert M
CFP®, Series 66
Albany, NY
Greenbush Financial Group, LLC
Robert Mangold Jr. is a CFP® with 11 years of experience in the financial services industry. He is affiliated with Greenbush Financial Group, LLC and has worked at Crump and American Portfolios Financial Services, Inc. since 2015. Outside of advising, he serves as Treasurer for the Greenbush Youth Soccer Club. Greenbush Financial Group provides personalized financial planning, investment consulting, discretionary asset management, and retirement-plan advisory services to individuals and employer-sponsored plans. The firm combines fundamental and technical analysis with continuous monitoring and discretionary trading, managing over $616 million in client assets with a team of four advisors.
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