Pivotal Planning Group, LLC

Pivotal Planning Group, LLC (CRD# 126575) is a financial advisory firm headquartered in Jericho, NY. They manage $184,165,563 in 433 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    184
    MILLION
  • Total Number of Accounts
    433
    ACCOUNTS
  • Average Account Value
    $425,325
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, NC, NH, NJ, NY, TX, VA

Financial Advisors at Pivotal Planning Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Michael E. Kelly
CRD#: 4002296
125 Jericho Turnpike, Suite 200, Jericho, NY 11753
96
Wealthminder
score

Michael Kelly (CRD# 4002296) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 18 years of experience in the finance industry. Michael Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Michael J. Desmond
CRD#: 2155576
125 Jericho Turnpike, Suite 200, Jericho, NY 11753
93
Wealthminder
score

Michael Desmond (CRD# 2155576) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 26 years of experience in the finance industry.

3
James P. Diver
CRD#: 6621473
125 Jericho Turnpike, Suite 200, Jericho, NY 11753
90
Wealthminder
score

James Diver (CRD# 6621473) is an Investment Advisor Representative working at Pivotal Planning Group, LLC in Jericho, NY and has over 4 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.