LI Wealth Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
LI Wealth Management Inc. provides fee-only financial advice to individuals and business clients, offering comprehensive financial planning, tax preparation services, and discretionary investment management. The firm prepares written financial plans and may recommend third-party professionals when appropriate; it does not accept commission-based compensation.
The firm delivers planning both on an ongoing basis and as project-based engagements, using methods that include fundamental analysis, mutual fund/ETF evaluation, and asset-allocation models, and it implements portfolios through third-party platforms and outside managers such as Betterment and Altruist. Like many independent advisers, it charges asset-based fees for investment management and tailors recommendations to clients’ stated goals and risk tolerance.
What distinguishes the firm is the overlap between advisory and accounting expertise: the principal holds CPA and EA credentials, provides tax preparation in-house, and refers clients to an affiliated accounting firm when needed. The firm also offers educational seminars and speaking engagements to organizations and the public, a service offering that is less common among peers and reflects an emphasis on client education in addition to individualized planning.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for ongoing financial planning from $150 to $625 quarterly; project-based fixed fees from $2,500 to $18,000; seminar fees from $1,000 to $10,000
1.00% annually
$250 per hour for project-based financial planning
Fee-only: Fixed fees ranging from $150 to $7,500 for ongoing financial planning; fixed fees between $2,500 to $18,000 and hourly rate of $250 for project-based financial planning
Main office
1 Huntington Quadrangle
Melville NY 11747
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 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.
Forms ADV
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