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Julianne Incardona

Silver Grove Advisory Services
25 Years of Experience
Williamsville, NY
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Julianne Incardona is a registered investment advisor at Silver Grove Advisory Services, based in Williamsville, NY, with 25 years of industry experience. Julianne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,150 clients with $450M in assets under management.

Silver Grove Advisory Services
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17 advisors
Number of Clients
2,150 clients
Average Client Portfolio
$211K average
Assets Under Management
$453.6M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range from 0.0% to 2.00% annually based on account complexity, asset level, and overall relationship. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

5500 Main Street, Ste 215, Williamsville, NY, 14221

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Julianne operates Turning Tides Financial, LLC as a registered investment advisor DBA since 2017, providing investment advisory services through Silver Grove Financial Group. She spends nearly full-time on this activity.

Employment History
Current Registrations
Silver Grove Advisory Services
August 2021 - Present · 5 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
October 2013 - January 2024 · 10 yrs 3 mos
LPL Financial LLC
October 2013 - August 2017 · 3 yrs 10 mos
M&t Securities, INC.
January 2012 - October 2013 · 1 yr 9 mos
M&t Securities, INC.Broker
December 2000 - October 2013 · 12 yrs 10 mos
State Registrations1 state
NY
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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