Wank & Liptzin Advisory Services LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$16,000,000
Clients
13
Advisors
2
of 2 employees
About
Wank & Liptzin Advisory Services LLC provides financial planning and investment advisory services to individual clients, as well as to trusts, estates and businesses. The firm primarily works with middle‑class individuals and families and notes many long‑standing client relationships rather than a focus on high‑net‑worth households.
The firm structures its work around comprehensive financial planning: it gathers client information, creates an investment policy statement with target allocations across cash, equities and fixed income, and generally favors a buy‑and‑hold approach with a typical holding horizon of at least 12 months. Clients review and approve trading recommendations before implementation, and the firm quantifies potential gains and losses to inform those decisions.
Distinctive features include an operating affiliation with a CPA firm—both principals are partners in an accounting practice and work full time in accounting—and a principal who sells life and health insurance, which are uncommon arrangements for firms in this category. The firm also departs from the common percentage‑of‑assets fee model by billing hourly for planning and advisory services and maintains a very small client base with relatively few clients under management.
Client services
Expertise
Fee options
$285 per hour for both financial planning and investment advisory services
Fee-only: $285 per hour for both financial planning and investment advisory services
Main office
114 Old Country Road
Mineola NY 11501
Advisors at this office
2
Most active in
New York
Also doing business as
Wank & Liptzin Advisory Services LLC · Wank & Liptzin, Llp
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
Advisors at this firm
Rhona L
CFP®, Series 63
Mineola, NY
Wank & Liptzin Advisory Services LLC
Rhona Liptzin is a CFP® and Series 63-licensed advisor at Wank & Liptzin Advisory Services LLC with four years of industry experience. She has worked at Wank & Liptzin, CPA’s since 1994 and at ARS Financial Services since 1985. Liptzin is also a partner in Wank & Liptzin LLP, a CPA firm providing accounting and tax services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals, families, trusts, estates, and businesses. The firm emphasizes comprehensive financial planning with a buy-and-hold investment approach and maintains close client relationships, supported by its affiliation with an accounting practice.
Jerald W
Mineola, NY
Wank & Liptzin Advisory Services LLC
Jerald Wank is a financial advisor at Wank & Liptzin Advisory Services LLC with 28 years at the firm and 4 years of industry experience. He is also a partner in Wank & Liptzin LLP, a CPA firm providing tax and accounting services. Wank & Liptzin Advisory Services LLC offers financial planning and investment advisory services primarily to middle-class individuals and families, as well as trusts, estates, and businesses. The firm emphasizes comprehensive financial planning and a buy-and-hold investment approach, with a distinctive affiliation to a CPA firm and a billing structure based on hourly fees rather than asset percentages.
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