ES
CFP
ES
CFP
Eleanore Szymanski
18 Years of Experience
East Hanover, NJ
1 Disclosure
Eleanore Szymanski is a CFP-designated registered investment advisor at The Financial Planning Answerplace, LLC, based in East Hanover, NJ, with 18 years of industry experience. Eleanore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Tax Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.15% |
Fees are negotiable up to 1.15% based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ, 07936
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2010Pending
Employment History
Current Registrations
The Financial Planning Answerplace, LLC
July 2012 - Present · 13 yrs 9 mos
Access Wealth
July 2008 - Present · 17 yrs 9 mos
Previous Registrations
Eks Associates, LLC
February 2009 - November 2013 · 4 yrs 9 mos
Eks Associates, LLC
March 2007 - March 2008 · 1 yr
State Registrations2 states
NJPA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.