Susan Julien is a registered investment advisor at Julien Wealth Advisors, LLC, based in Hewlett, NY. Susan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Julien Wealth Advisors does not manage investments directly. They provide investment consulting services, recommending investments but not implementing them. You are responsible for implementing any recommendations.
Location
Hewlett, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Julien Wealth Advisors, LLC
State Registrations1 state
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