Angela
Oneill
New Horizon Financial Strategies, LLC
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About this Advisor
Angela Oneill is a certified financial planner operating out of Ithaca, New York with a total of 2 years of relevant experience. Oneill works at New Horizon Financial Strategies, LLC. During their career, the advisor has held roles at New Horizon Financial Strategies, Comprehensive Asset Management & Servicing, Inc and New Horizon Financial Strategies, LLC. Oneill has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New York and Texas. New Horizon Financial Strategies, LLC is a firm operating out of Ithaca, NY. It controls $59 million in assets under management between its 342 customer accounts, making it one of the smaller firms in the United States by assets under management. Of its 342 client accounts, just 8% belong to high-net-worth investors who have at least $1 million in assets available to invest. New Horizon Financial Strategies, LLC has a wide range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice usually vary depending on which services are offered. However, fee types charged by New Horizon Financial Strategies, LLC most likely include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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New Horizon Financial Strategies, LLC Brokerage Details
$58,456,529
6
342
$170,926
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Angela Oneill Work History
Angela has been registered as a financial advisor for 2 years.*
New Horizon Financial Strategies, LLC
Comprehensive Asset Management & Servicing, Inc
New Horizon Financial Strategies
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Angela Oneill to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at New Horizon Financial Strategies, LLC
Ithaca, NY
Ithaca, NY
Ithaca, NY
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.