Joseph Eassa is a registered investment advisor at The Educator's Advisor, based in Bay Shore, NY. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Investment Account Review Only — $195, includes an analysis of your current accounts and investment recommendations without any account opening or rollover assistance.
- Review and Open Account — $245, includes an account analysis, recommendations, and guidance on opening a new account, setting contribution amounts, and selecting investments.
- Review, Open Account, and Complete a Rollover — $345, includes everything in the previous tier plus assistance with rolling over a 403(b) account into another eligible retirement account.
One-Time Plan:$195 - $345
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Location
Bay Shore, NY
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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.
Learn about disclosures →Employment History
Current Registrations
The Educator's Advisor
August 2026 - Present · 2 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.