Susan Gabor is a CFP-designated registered investment advisor at Financial Planning Hawaii, INC., based in Saylorsburg, PA, with 25 years of industry experience. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1000K | 0.65% |
| $1.0M - $3.0M | 0.50% |
| $3.0M - $4.0M | 0.40% |
| $4.0M - $5.0M | 0.30% |
| $5M+ | 0.10% |
Fees are negotiable.
Fee Estimator
Location
Saylorsburg, PA
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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 Activities
Susan works as an advisor support and client support specialist for Financial Planning Hawaii, spending about half her time there. She also serves as a Registered Representative with J.W. Cole Financial, Inc. and an Investment Advisor Representative with J.W. Cole Advisors, Inc., each taking about half of her time.
Employment History
Current Registrations
Financial Planning Hawaii, INC.
Previous Registrations
J. W. Cole Advisors, INC.
J.W. Cole Financial, INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.