Updated January 03, 2024
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Anglia Advisors

Investment Advisor Firm
Total assets under management$11M
Years in business8+

About Anglia Advisors

Anglia Advisors is a New York-based Registered Investment Advisor dedicated to offering fiduciary fee-only personal finance consulting services and optional professional asset management to a diverse clientele. With its emphasis on transparency, tailored guidance, and accessible expertise, the firm is well-positioned to guide young professionals, couples, and families toward their financial goals.

What makes Anglia Advisors stand out?

Anglia Advisors stands apart from traditional financial advisors by offering flexible hourly, fee-only consulting services, along with the option for asset management. The fiduciary standard underscores the firm's dedication to client's best interests, setting it apart from much of the industry. Brady's mission centers around meticulously organizing and managing clients' financial lives. This involves tailoring savings and investment portfolios that align with both short-term and long-term aspirations.

What services does Anglia Advisors offer?

The firm particularly caters to younger individuals and families, offering a blend of credibility, expertise, and credentials alongside approachable financial stewardship. 

  1. Per Hour Financial Planning Tailored and budget-friendly personal finance advice that grants you full control, ensuring you receive precisely what you need to secure your financial future.
  2. Single Sessions Experience a kickstart to your financial well-being with bite-sized sessions, providing access to expert personal finance and investment insights.
  3. Professional Portfolio Management Affordable and top-tier asset management services open to all, with the option to participate based on your preferences, free from any minimum requirements.
  4. Suddenly Single Navigating the complexities of finances after divorce or unexpected widowhood can be overwhelming – we provide comprehensive guidance during these challenging transitions.
  5. Foreign National Consultation Guidance for newcomers to America, equipping you with essential financial knowledge to navigate your financial journey in your new country.
  6. Estate Planning Services Simplify estate planning with cost-effective, high-quality solutions that keep your Certified Financial Planner (CFP®) at the core of the process, ensuring your family's financial security.
  7. Personal Finance Education Engage Simon Brady CFP®, CETF® to deliver captivating talks on personal finance to diverse groups, empowering them with essential financial knowledge.

Why work with Anglia Advisors?

With over 250 clients served, Anglia Advisors has made a mark by providing unconflicted, evidence-based clarity across various personal finance domains. Their services encompass per-hour financial planning, single sessions, portfolio management, foreign national consultation, and estate planning. The firm's commitment to client education and empowerment shines through its comprehensive approach.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Per Hour Financial Planning
  2. Single Sessions
  3. Portfolio Management
  4. Divorce
  5. Foreign National Consolation
  6. Estate Planning
  7. Personal Finance Education

More about Anglia Advisors

DesignationsMinimum asset threshold
RIA$100K - $250K
Firm CRD NumberNumber of advisors
2828321

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Advisors at Anglia Advisors

advisor
Focus areasRetirement Planning, Estate Planning, Investment Management, College Planning, Consulting for Foreign Nationals in the US, Post-Divorce and/or Widowhood Planning
New York, NY

Let us match you with a financial advisor

Secure your future and achieve your goals with a free match to financial expertsFind your advisorGet started by taking our free advisor matching quiz. We will match you with the best advisor based on the information you provide. In doing so, you may be matched with a different advisor than Anglia Advisors.

Pricing options

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Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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