Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
38 advisors
Number of Clients
1,218 clients
Average Client Portfolio
$3.1M average
Assets Under Management
$3.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$5,000
Financial Plan Fee:$2,000 - $150,000
Hourly Rate:$150 - $750/hr

Wealth management fees are based on a percentage of assets under management, not to exceed 1.32% annually, with a $5,000 minimum annual fee. Financial planning fees range from $2,000 to $150,000 on a fixed fee basis or $150 to $750 per hour. Retirement plan consulting fees generally do not exceed 0.50% annually of assets under advisement or range from $20,000 to $100,000 annually, with a $10,000 minimum. Fees are negotiable and may be discounted for family members and associated persons.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching
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Advisor Information

Office location

60 East 42nd Street, Suite 1120, New York, NY, 10165

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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.

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Employment History
Current Registrations
Greenspring Advisors, LLC
October 2025 - Present · 3 mos
Previous Registrations
Wealthstream Advisors, INC.
July 2021 - October 2025 · 4 yrs 3 mos
Rockwood Wealth Management, LLC
September 2014 - June 2017 · 2 yrs 9 mos
State Registrations2 states
NYTX
Advisor
Exams
No exam information available for this advisor.
Eric D Siss - Financial Advisor | AdvisorDiscover