Claris Advisors is a registered investment advisor based in New York and New Jersey that focuses exclusively on financial planning and consulting services. Claris Advisors does not manage investment portfolios directly, hold client funds, or execute trades. Instead, the firm prepares comprehensive or modular written financial plans covering estate and asset protection strategies, business owner succession planning, retirement income modeling, insurance analysis, and employee benefits. Clients are under no obligation to implement recommendations through Claris Advisors, but they have the option to work with affiliated representatives through Kestra Investment Services or Kestra Advisory Services for implementation and portfolio management. Claris Advisors is co-owned by Krim Advisors and Anchin Wealth Advisory Holdings, a subsidiary of the accounting firm Anchin, Block & Anchin.
Fee Structure
- Comprehensive and modular financial planning — Fixed fees typically ranging from $2,500 to $10,500 depending on the complexity of your situation, covering areas such as retirement planning, estate strategies, business succession, and insurance analysis.