Irvine Wealth Planning Strategies, LLC is a mid-sized advisory firm based in Corning. It manages $30.97 million of regulatory assets for 266 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of Florida, Massachusetts, New York, and 4 other states.
Irvine Wealth Planning Strategies provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, educational seminars and workshops, and tax preparation. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Irvine Wealth Planning Strategies, LLC is $30.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 3% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Irvine Wealth Planning Strategies, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Irvine Wealth Planning Strategies is individuals with 102 clients and $17.51 million of assets under management. Among the 2 most similar advisory firms, Irvine Wealth Planning Strategies has the lowest percentage of individuals out of all clients.
The amount of regulatory assets under management is $30.97 million for 129 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Irvine Wealth Planning Strategies doesn't advise any private funds.
The company employs 7 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Irvine Wealth Planning Strategies, LLC performs its advisory services is located at 10 East Market Street, Corning, NY 14830, which is also the mailing address of the firm. An additional office of the firm is in Avoca, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 607-438-2761. The normal business hours are by appointmet on Monday - Friday. You can find more information about the New York firm at irvineadvise.com/.