Labounty Financial Planning
Firm details
- Headquarters
- Pittsford, New York
- CRD number
- 342726
- Website
- labountyfp.com
- Fee structure
- Fixed Fees
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Labounty Financial Planning is a New York–registered limited liability company owned by an individual and focused on advising individuals and small businesses. The firm offers financial planning and portfolio management services and charges fixed fees rather than asset-based or performance-based fees. The FINTRX snapshot identifies the firm as a single-state adviser (New York) and indicates it does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Christopher Labounty
Founder and Chief Compliance Officer (CCO)CRD 5878042
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Pittsford, NY
Monroe
Location
Pittsford, NY
Headquartered in Pittsford, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 1160 K Pittsford Victor Rd
- Time zone
- ET (UTC-5)
- Office locations
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