Linden Financial Consultants, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
234
Advisors
2
of 2 employees
About
Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals as well as trusts, estates, foundations, charitable organizations and businesses. The firm’s scope includes cash-flow and retirement planning, education funding, insurance and estate coordination, and divorce-related financial analysis, and it does not maintain or directly manage client assets.
The firm typically employs a fundamental, long-term buy-and-hold investment philosophy that emphasizes diversified asset allocation and the use of low-cost mutual funds and ETFs, and it may prepare an Investment Policy Statement to document objectives and constraints. Engagements are delivered on an hourly, as-needed basis; clients retain implementation responsibility and the firm does not take discretionary trading authority or custody of client assets.
Distinctive features include an unusually large client base for a firm of its structure and an explicit record of serving charitable organizations and foundations, both of which are uncommon among independent advisors. Linden operates on a fee-only basis, does not use percentage-of-AUM or performance-based fee arrangements, and maintains professional affiliations and credentials that align with its consulting-focused practice.
Client services
Expertise
Fee options
$180 per hour, billed in 10-minute increments
Fee-only: Hourly fee of $180 per hour, billed in 10-minute increments
Main office
150 Allens Creek Rd, Ste #250
Rochester NY 14618
Advisors at this office
2
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.
Forms ADV
Quick links
Advisors at this firm
Jonathon H
Series 65
Rochester, NY
Linden Financial Consultants, LLC
Jonathon Hughes is a financial advisor at Linden Financial Consultants, LLC in Rochester, NY, holding a Series 65 designation with three years of industry experience. Prior to founding Linden Financial Consultants, he worked for SPS Medical Supply Corp for 27 years. Outside of advising, Hughes is a partner in a commercial real estate venture, Hughes Highpower LLC. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm emphasizes a fundamental, long-term buy-and-hold investment philosophy using diversified asset allocation and low-cost mutual funds and ETFs, without maintaining or directly managing client assets.
Katharine B
CFP®, Series 66
Rochester, NY
Linden Financial Consultants, LLC
Katharine Bressington is a CFP® and Series 66-licensed advisor with 13 years at Linden Financial Consultants, LLC in Rochester, NY. She has three years of industry experience and serves as a director for the Foundation for Women's Financial Education, where she is involved in financial literacy course creation and delivery. She is also a notary public. Linden Financial Consultants provides fee-only, hourly financial planning and investment consultation to individuals, trusts, estates, foundations, charitable organizations, and businesses. The firm follows a fundamental, long-term buy-and-hold investment philosophy with diversified asset allocation using low-cost mutual funds and ETFs, and it does not maintain or directly manage client assets.
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