Map to Your Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,881,914
Clients
4
Advisors
1
of 1 employees
About
The firm provides investment management, financial planning, and employee benefit plan services to individuals, trusts, small businesses, pension plans, and charitable organizations. It delivers ongoing portfolio supervision and written financial plans, and offers participant education and monitoring for employer-sponsored retirement plans.
Investment programs are built from client-specific investment policies and typically implemented with passive, low-cost index mutual funds and ETFs, while fundamental analysis is used when assessing particular securities. The firm will include actively managed funds or individual stocks at a client’s request and places client assets on an institutional custody platform for trade execution and reporting.
Operating at a boutique scale with roughly $3.9 million in discretionary assets across a small number of client relationships, the firm’s practice differs from many peers by advising charitable organizations and providing pension/employee benefit plan consulting. The principal’s background combines prior experience in medicine and an MBA with Series 65 licensure, and the firm also offers a year‑round comprehensive planning option billed on a monthly basis.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning: $600 upfront plus $140/month ongoing; Financial Planning fixed fees range from $1,000 to $2,600
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.70% $2,000,001+: 0.50%
Account minimum: $100,000
Main office
Floral Park NY
Advisors at this office
1
Most active in
Louisiana · New York · 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 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
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