Kevin
Tarnovski

New Horizon Financial Strategies, LLC

CRD#6736564
Investment Advisor
in Ithaca, NY

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About this Advisor

Kevin Tarnovski is a financial advisor who works in Ithaca, New York with a total of 1 year of relevant experience. Tarnovski is currently employed by New Horizon Financial Strategies, LLC. Throughout their career, they have worked at New Horizon Financial Strategies, LLC, Bloomberg L.P and Hatboro Market & Deli. Tarnovski holds a Series 65 license, designating them as an investment advisor representative, and can serve investors in New York. New Horizon Financial Strategies, LLC is an advisory firm operating out of Ithaca, NY. It manages $59 million in assets under management between its 342 customer accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 342 client accounts, just 8% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The business offers a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically depend on which service is provided. However, fees billed by New Horizon Financial Strategies, LLC most likely include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

944 Dryden Road
Ithaca, NY 14850

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New Horizon Financial Strategies, LLC Brokerage Details

Total Assets Under Management

$58,456,529

NY Average: $7,464,549,021
Total Number of Employees

6

NY Average: 88
Total Number of Accounts

342

NY Average: 3,892
Average Account Size

$170,926

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Kevin Tarnovski Work History

Kevin has been registered as a financial advisor for 1 years.*

2016 - Present (8 years)

New Horizon Financial Strategies, LLC

2013 - 2016 (3 years)

Bloomberg L.P

2005 - 2013 (8 years)

Hatboro Market & Deli

*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 Kevin Tarnovski 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

Angela Oneill
Ithaca, NY
Kevin Tarnovski
Ithaca, NY
Paul Strebel
Ithaca, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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