Andrew Kleinberg (CFA, CFP®)
Andrew Kleinberg focuses in the
following client markets or areas of practice:
- Alternative or Private Investments
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
- Alternative or Private Investments
- Fixed Fee (Subscription, Retainer, etc.)
- Generation X
- Hourly
- Investment Advice without Ongoing Management
- Middle Income Client Needs
Planning Specialties
I specialize in project-based and hourly planning. As an advice-only financial advisor I do not manage accounts or take control of client assets.Additional Information
Andrew Kleinberg is a fee-only, advice-only CFP® and fiduciary based in New York City. Andrew specializes in providing flat-fee and hourly planning to clients and is an advocate of simple, low-cost investing.NAPFA Start Date
May 24, 2019