Safran Wealth Advisors, LLC
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About
Safran Wealth Advisors is a registered investment adviser that provides integrated wealth management, financial planning, and discretionary investment management to individuals, trusts, estates, pension plans, business entities, and charitable organizations. As of December 31, 2024 the firm reported managing approximately $133,000,000 in client assets across its discretionary accounts, and it documents client goals and constraints through investment policy statements used to tailor planning and portfolio recommendations.
The firm’s investment approach emphasizes strategic, globally diversified asset allocation grounded in Modern Portfolio Theory and implemented primarily through no-load mutual funds and exchange-traded funds, with periodic monitoring and rebalancing. Portfolios may also include institutional-class mutual funds, individual fixed income securities, REITs, and other vehicles as appropriate to a client’s objectives and risk tolerance.
Distinctive features include operating with a small advising staff while maintaining access to institutional-only mutual funds through its custodial relationship with Charles Schwab Advisor Services, a relationship that provides practice-management benefits to the firm. Safran Wealth Advisors discloses that it does not accept commission-based compensation or 12b-1 fees, does not vote client proxies, and maintains a CFP Board–based Code of Ethics along with a business continuity and information security program.
Client services
Expertise
Fee options
Fixed retainer fee may be charged as part of fee structure
Hourly fees are mentioned but specific amounts not stated
Account minimum: $7,500 Minimum fee: Minimum fee to establish a Wealth Management relationship is $7,500 Fee-only: Financial planning fees generally range from $7,500 to $40,000
Main office
641 Lexington Ave., 14th Floor
New York NY 10022
Advisors at this office
1
Most active in
California · Florida · Louisiana · New Jersey · 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.
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