Mussett Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,624,072
Clients
95
Advisors
2
of 2 employees
About
Mussett Wealth Management provides personalized financial planning, investment management and consulting to individuals, charitable organizations and businesses, and it also serves pension and profit‑sharing plans. The firm reports managing about $110.4 million in discretionary and non‑discretionary assets for roughly 95 clients and offers ERISA 3(38) and 3(16) plan services.
Its investment approach emphasizes strategic asset allocation with a core‑and‑satellite mix of actively and passively managed mutual funds and exchange‑traded funds, implemented primarily through discount brokers and no‑load funds. Client relationships are tailored with written investment policy statements, ongoing account reviews and quarterly reporting, and the firm provides participant education and retirement‑plan committee support.
Mussett’s ADV shows institutional client relationships that are uncommon for firms of its size, including entities beyond typical retail clients (for example, the firm reports serving pension plans and other institutional client types). This institutional work is reflected in its comprehensive ERISA plan‑management and oversight of third‑party service providers, combined with retail financial planning and licensed insurance activities.
Client services
Occupation focus
Fee options
Financial planning fees billed on a flat fee basis, not to exceed $6,000
$0+: 0.6% to 1.0% annually for individual clients $0+: 0.25% to 1.25% annually for pension and profit sharing plans
Insurance commissions may be received by advisors if clients choose to purchase insurance products recommended by them
$175 to $225 per hour for financial planning services
Account minimum: $250,000 Fee-only: Financial planning fees billed on flat fee basis not to exceed $6,000 or hourly basis ranging from $175 to $225 per hour
Main office
579 North Greenbush Road
Rensselaer NY 12153
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.
Quick links
Advisors at this firm
Helen C
CFP®, Series 63, Series 65
Rensselaer, NY
Mussett Wealth Management, LLC
Helen Carroll is a CFP® with 12 years of industry experience, currently serving as an advisor at Mussett Wealth Management, LLC since 2014. The firm provides personalized financial planning, investment management, and consulting services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. Mussett Wealth Management manages approximately $110.4 million in assets and offers ERISA 3(38) and 3(16) plan services, using a strategic asset allocation approach with a core-and-satellite mix of actively and passively managed funds.
Olivia M
CFP®, Series 63, Series 65
Rensselaer, NY
Mussett Wealth Management, LLC
Olivia Mussett is a CFP® professional with eight years of industry experience and over 15 years at Mussett Wealth Management, LLC. She previously worked at Wells Fargo Clearing for two years. Mussett Wealth Management provides personalized financial planning, investment management, and consulting services to individuals, charitable organizations, businesses, and pension and profit-sharing plans. The firm manages approximately $110 million in assets and emphasizes a strategic asset allocation approach using a mix of actively and passively managed funds, along with ERISA 3(38) and 3(16) plan services.
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