Sincerus Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$175,575,120
Clients
158
Advisors
3
across 2 offices
About
Sincerus Advisory is an SEC-registered investment adviser that serves individual clients (including high‑net‑worth households) and institutional entities, offering discretionary portfolio management, standalone financial planning, and a comprehensive subscription-style planning service. The firm manages roughly $222 million across about 158 client relationships and also assists clients in selecting and monitoring third‑party sub‑advisers when appropriate.
The firm typically combines passive portfolio construction—using index mutual funds and ETFs—with active tools, including fundamental, technical, and charting analysis, to build individualized asset allocation targets and investment plans. Most accounts are managed on a discretionary basis with the ability for clients to impose investment restrictions, and clients receive ongoing monitoring and periodic plan reviews under the comprehensive planning engagement.
Two features that distinguish Sincerus from many peers are its multi-office footprint and its public presentation of third‑party ratings: the firm reports operating five offices and discloses that it advertises outside ratings. The advisory team is compact (three advisors) but highly credentialed (multiple CFP certifications and a CFA designation among the professionals), the firm generally limits custody to fee withdrawals (including standing letters of authorization), and it executes client trades on an individual account basis rather than aggregating orders.
Client services
Expertise
Fee options
Comprehensive Financial Planning: upfront fee of $5,000 plus ongoing annual fees ranging from $5,000 to $20,000, paid monthly, quarterly, or semi-annually
$0 - $2,000,000: 1.00% $2,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Comprehensive Financial Planning ongoing fees paid monthly, quarterly, or semi-annually
Minimum fee: Minimum annual fee of $7,000 for any investment advisory services
Main office
See officeNew York NY
Advisors at this office
2
Most active in
California · Georgia · New Hampshire · New Jersey · New York · Texas
Also doing business as
Sincerus Advisory · Sincerus Advisory, LLC
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
Daniel R
CFP®, Series 65
New York, NY
Sincerus Advisory
Daniel Ryan is a CFP® and Series 65-licensed financial advisor with eight years of industry experience. He has worked at Sincerus Advisory since 2019 and previously spent ten years at RCL Advisors, LLC. Sincerus Advisory provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations, pension plans, and charitable organizations. The firm employs a combination of fundamental, technical, and charting analysis alongside passive investment strategies and typically manages accounts on a discretionary basis.
David W
CFP®, CFA®, Series 63, Series 65
New York, NY
Sincerus Advisory
David Wilson is a CFP® and CFA® charterholder with 23 years of experience in the financial industry. He has worked at Sincerus Advisory since 2020 and previously spent 11 years at Watts Capital Partners LLC. Sincerus Advisory is an SEC-registered firm that provides investment management and financial planning services to individuals, including high-net-worth clients, as well as institutional entities such as corporations and pension plans. The firm combines fundamental, technical, and charting analysis with passive investment strategies and manages approximately $180 million in assets across a multi-office presence.
Valerie W
CFP®, Series 63, Series 65
Fayetteville, GA
Sincerus Advisory
Valerie Williams is a CFP® with 24 years of industry experience, currently serving as an advisor at Sincerus Advisory since 2022. Her prior roles include positions at Capital Investment Group, Inc., MWA Financial Services Inc, Modern Woodmen of America, and The Websuasion Group. She is also the owner and president of ClientLeap, Inc., a lead generation and sales consulting firm, which is currently inactive. Sincerus Advisory is an SEC-registered investment adviser serving individual and institutional clients, including high-net-worth households. The firm combines passive portfolio construction with active analytical tools to create individualized investment plans and offers discretionary management alongside comprehensive financial planning services.
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