Rhona Liptzin is a CFP-designated registered investment advisor at Wank & Liptzin Advisory Services LLC, based in Mineola, NY, with 5 years of industry experience. Rhona operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 4 more. Their firm serves 14 clients with $19M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wank & Liptzin Advisory Services charges an hourly rate of $285 for both investment advisory and financial planning services. There are no percentage-of-portfolio fees or hidden charges, and clients are billed directly when services are rendered rather than having fees automatically deducted from their accounts.
Location
114 Old Country Road Suite 506, Mineola, NY, 11501
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rhona is a partner at Wank & Liptzin LLP, a CPA firm providing accounting and tax services.
Employment History
Current Registrations
Wank & Liptzin Advisory Services LLC
State Registrations1 state
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Exams
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