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The Group For Financial Planning LLC (Katonah)


The Group For Financial Planning LLC is a large advisory firm based in Katonah. It manages $43.87 million of regulatory assets for 235 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdictions of Connecticut, Florida, and New York.




The Group For Financial Planning provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

The Group For Financial Planning: assets under management

The assets under management (AUM) of The Group For Financial Planning LLC is $43.87 million. The firm's AUM has gone down by -5% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.64 million in discretionary accounts and $9.24 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $172.33 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $271.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Group For Financial Planning LLC for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Katonah

The principal office where The Group For Financial Planning LLC performs its advisory services is located at 77 Valley Rd, Katonah, NY 10536 The mailing address of the firm is 100 South Bedford Rd., Mt. Kisco, NY 10549. An additional office of the firm is in South Salem, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 914-232-3773 or by fax 914-992-0200. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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