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Eisner Wealth Planning LLC (New York)


Eisner Wealth Planning LLC is a large advisory firm based in New York. It manages $50.5 million of regulatory assets for 14 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Delaware, Florida, and 3 other states.

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Eisner Wealth Planning provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Eisner Wealth Planning: assets under management

The assets under management (AUM) of Eisner Wealth Planning LLC is $50.5 million. The firm's AUM has gone down by -12% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $36.9 million in discretionary accounts and $13.6 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.69 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $3.4 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Eisner Wealth Planning LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Eisner Llp Direct owner 1 Mar 2003 75% - 100% 13-1639826
Eisneramper Llp Direct owner 1 Aug 2010 75% - 100% 13-1639826

Based in New York

The principal office where Eisner Wealth Planning LLC performs its advisory services is located at 750 Third Ave, New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 212-891-6022 or by fax 917-286-8679. The normal business hours are 8:30 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.eisnerrs.com.


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