ES
CFP
ES
CFP
Eleanore Szymanski
19 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 19 years of industry experience. Eleanore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
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 vary from negotiable up to 1.15% of total assets placed under advisement based on factors such as asset amount, scope, and complexity.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
120 Eagle Rock Avenue, Suite 230, East Hanover, NJ, 07936
Get directionsHistory
Regulatory History (1)
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Customer Dispute
August 2010Pending
Employment History
Current Registrations
The Financial Planning Answerplace, LLC
July 2012 - Present · 14 yrs 3 mos
Access Wealth
July 2008 - Present · 18 yrs 3 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.
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