Kenneth Gutwillig
Kenneth Gutwillig is a registered investment advisor at Financial Decisions, LLC, based in New York, NY, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 152 clients with $330M 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 | 1.00% |
Investment advisory fee is negotiable at Financial Decisions' discretion.
Fee Estimator
Location
780 Third Avenue, 18th Floor, New York, NY, 10017
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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
Kenneth works as an insurance agent/chief investment officer for The Insurance Advisory Center at Financial Decisions, and as an agent for Insurance Decisions, both since 2013. He sells various insurance products, including life, accident, health, disability, and long-term care insurance, dedicating about 10-20% of his time to the first brokerage and about a quarter of his time to the second.
Employment History
Current Registrations
Financial Decisions, LLC
Previous Registrations
Financial Decisions INC
Hornor, Townsend & Kent, INC.Broker
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.