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Eagle's Crest Advisors, LLC

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Client assets under management

$61,953,003

Clients

38

55% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

19

Low

Average account size

$1,630,342

About

Eagle’s Crest Advisors provides personalized wealth management, investment advisory, and financial planning services to individuals as well as trusts, foundations, retirement plans, and corporations. The firm offers both integrated and standalone financial planning, discretionary and non‑discretionary portfolio management, and retirement plan consulting for plan sponsors.

The firm develops client‑specific asset allocations and investment strategies through interviews and written objectives, relying primarily on fundamental analysis and a mix of mutual funds, ETFs, stocks, bonds and select alternative vehicles. Advisory relationships are generally managed on a discretionary basis under a Limited Power of Attorney, although non‑discretionary recommendations are available; the brochure notes the firm may engage in short‑term trading and seeks tax‑aware implementation, which can have tax consequences for clients.

Noteworthy features for a one‑advisor practice include its recent formation (April 2025), a stated $500,000 account minimum (waivable), a relatively small client roster (38 clients) overseeing roughly $65 million in assets, and the combination of individual and retirement plan consulting services. The brochure also discloses that certain professionals are separately licensed insurance agents who may receive commissions for insurance sales, that the firm uses SEI as its primary custodian and participates in custodian programs, and that it permits client‑directed brokerage and standing letters of authorization in certain circumstances.

Client services

Financial planning Portfolio management

Expertise

General estate planning guidance Wealth management

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Flat fees for financial planning services negotiated prior to providing the service

Project-based

$150 to $450 per hour for financial planning services on a standalone basis

Other

Account minimum: $500,000 Fee-only: Financial planning services billed hourly ($150 to $450 per hour) or negotiated flat fee for standalone planning services

Main office location

Eagle's Crest Advisors, LLC

75 Prospect St, Suite 402 C

Huntington NY 11743, United States

Number of offices

1

Most active in

More info

Florida · New York

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

646-627-6030

Advisors at this firm

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user avatar

Imtiyaz N

CFP®, Series 66

Sanford, FL

Eagle's Crest Advisors, LLC

Imtiyaz Nathoo is a financial advisor with Schwab Wealth Advisory in Orlando, FL, holding a Series 66 designation and 14 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked with Charles Schwab & Co., Inc. since 2010. Outside of his advisory role, Nathoo serves as president of the Retreat at Oregon Home Owners Association, where he participates in community meetings and oversees vendor selections. Schwab Wealth Advisory provides non-discretionary investment advice and wealth-management services to eligible Schwab brokerage clients, using proprietary asset-allocation models and research tools. The firm operates within the broader Charles Schwab Corporation ecosystem, offering integrated financial planning, trade execution, and custody services.

General estate planning guidance Wealth management Founder/Business Owner
user avatar

Abel O

Series 63, Series 66

Huntington, NY

Eagle's Crest Advisors, LLC

Abel Oonnoonny is a financial advisor with Eagle's Crest Advisors, LLC, holding Series 63 and Series 66 designations and having 27 years of industry experience. His prior experience includes roles at Oppenheimer & Co. Inc. and Charles Schwab Bank. Outside of finance, he serves as a Young Associate Director for the Metropolitan Opera, where he is involved in efforts to attract a younger audience. Eagle’s Crest Advisors provides personalized wealth management, financial planning, and retirement plan consulting to individuals, trusts, foundations, retirement plans, and corporations. The firm’s investment approach emphasizes individualized asset allocation and fundamental analysis, utilizing mutual funds, index funds, ETFs, stocks, and bonds.

General estate planning guidance Wealth management Founder/Business Owner
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