N Financial Plans
SEC Registered"N" Number of Financial Plans for All of Life's Plans
About the firm
Based in Huntington, NY, N Financial Plans is a fee-only, fiduciary financial advisory firm providing financial planning-focused services to help clients organize, grow, and protect their assets through life's transitions. The firm's advisors include Certified Financial Planners (CFP®), IRS Enrolled Agents (EA), and Chartered Retirement Plans Specialists™ (CRPS™). They offer one-time services, subscription-based financial advice, and managed assets, serving clients remotely through meetings, screenshare, and secure file transfer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
One-time financial advisor sessions, subscription-based financial advice, and financial planning with managed assets. Services cover financial planning through life transitions including school, first jobs, business ventures, family planning, home buying, retirement preparation, and legacy planning.
Who they serve
Clients ranging from earning $40,000 a year to $150 million in net worth, including individuals with negative net worth, those in credit card debt, young adults working minimum wage jobs, families, entrepreneurs, and high-net-worth individuals needing trusts and foundations. The firm specializes in moving clients from middle class to upper class.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 69 | $20M |
| High Net Worth Individuals | 15 | $26M |
| Charitable Organizations | 11 | $11M |
20 total clients reported on Form ADV.
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Above $1,000,000 | 0.50% |
Data as of January 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. N Financial Plans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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