Angela Oneill
Angela Oneill is a CFP-designated registered investment advisor at New Horizon Financial Strategies, LLC, based in Ithaca, NY, with 26 years of industry experience. Angela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 261 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Maximum fee is 1.6% for programs such as the Schwab Private Client Model Program and the 403(b) Asset Allocation & Rebalancing Program. AssetMark platform fees vary based on the chosen strategist and investment solution.
Fee Estimator
Location
944 Dryden Road, Ithaca, NY, 14850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angela is involved with Randolph O'Neill Vineyard, assisting with bookkeeping in her personal time. She also works as a financial planner for New Horizon Financial Strategies (80% of her time) and SAL, Inc. (about 10-20% of her time), and sells life, long-term care, and disability insurance (minimal time).
Employment History
Current Registrations
New Horizon Financial Strategies, LLC
Previous Registrations
Apw Capital, INC.Broker
Ensemble Financial Services, INC.Broker
Fsc Securities CorporationBroker
Citigroup Global Markets INC.Broker
State Registrations1 state
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
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