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

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


This Office

1407 Broadway - 26th Flr New York, NY 10018 Phone: (212) 253-1229