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Nottingham Wealth Partners, Inc.

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Client assets under management

$80,455,295

Clients

142

11% high-net-worth

Advisors

4

of 7 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

36

Low

Average account size

$566,587

About

Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, high net worth clients, trusts, estates, businesses, charitable organizations and retirement plans. The firm acts as a fiduciary and offers both ongoing portfolio management and stand‑alone financial planning, and it serves as a 3(21) advisor for retirement plans when engaged by plan sponsors.

The firm’s investment approach is primarily long‑term and grounded in fundamental analysis, with portfolios constructed from low‑cost, diversified mutual funds and ETFs and supplemented with individual stocks or bonds as needed. NWP may allocate to unaffiliated independent managers, operates a wrap fee program, and uses select managers and funds (including Dimensional Fund Advisors products) that are subject to adviser approval and implementation constraints.

Several structural features distinguish NWP from many peers: it is owned by Community Bank, N.A. and operates alongside affiliated businesses including Nottingham Advisors (an SEC‑registered adviser) and OneGroupNY (an insurance business), and certain advisory persons are registered representatives of LPL Financial and licensed insurance agents. The firm manages roughly $80.5 million for about 142 clients, sponsors a wrap program, uses multiple branch offices, and discloses these affiliations and the resulting potential conflicts of interest along with mitigation measures in its disclosure brochure.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Wealth management

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Fee options

Fixed

Fixed fees range from $1,500 to $3,500 per engagement

Percentage

up to 2.00%

Commissions

Advisory Persons who are registered representatives receive commissions for securities transactions; insurance commissions also apply.

Project-based

$175 to $350 per hour

Subscriptions

Annual fees ranging from $500 to $5,000 as retainer, invoiced quarterly

Main office location

Nottingham Wealth Partners, Inc.

333 Butternut Dr.

Syracuse NY 13214, United States

Number of offices

5

Most active in

Florida · Minnesota · New Hampshire · New York · South Dakota · Texas · Vermont

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Joseph P

Series 63, Series 65

Latham, NY

Nottingham Wealth Partners, Inc.

Joseph Polsinelli is a financial advisor at Nottingham Wealth Partners, Inc. with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, OneGroup Wealth Partners, and Cetera Investment Advisers. He is also an owner of Empire State Asset Management LLC and serves as a trustee for a family member’s irrevocable trust. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Wealth management
user avatar

Paul R

ChFC®, Series 63, Series 66

Venice, FL

Nottingham Wealth Partners, Inc.

Paul Restante is a financial advisor with Nottingham Wealth Partners, Inc. He holds the ChFC® designation and has 38 years of industry experience. His career includes roles at OneGroup Wealth Partners, Inc., LPL Financial LLC, Invest Financial Corporation, and the Community Bank, NA Trust Division. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Wealth management
user avatar

Anthony V

CFP®, Series 63, Series 65, Series 66

Orlando, FL

Nottingham Wealth Partners, Inc.

Anthony Van Ore is a CFP® professional with 16 years of industry experience, currently serving at Nottingham Wealth Partners, Inc. His prior roles include positions at Onegroup Wealth Partners, Destiny Wealth Partners, and Ruggie Wealth Management among others. Outside of financial advising, he holds executive leadership roles in several massage therapy businesses. Nottingham Wealth Partners, Inc. provides fee-based discretionary investment management and financial planning services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, and individual securities, and manages approximately $65.6 million in discretionary assets through a two-advisor team operating across five offices.

Wealth management
user avatar

Michael C

Series 63, Series 66

Dewitt, NY

Nottingham Wealth Partners, Inc.

Michael Cerminaro Jr. is a financial advisor at Nottingham Wealth Partners, Inc. with 27 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at HSBC Bank USA for 17 years, as well as LPL Financial and Nottingham Financial Group. Nottingham Wealth Partners provides fee-based discretionary investment management, financial planning, and retirement plan advisory services to individuals, trusts, estates, businesses, charitable organizations, and retirement plans. The firm manages approximately $65.6 million in discretionary assets and constructs customized, primarily long-term portfolios using low-cost mutual funds, ETFs, individual stocks, and bonds.

Wealth management
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