Fee-OnlyFinder

Advisers in Cranford, NJ

8 advisers in Cranford — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (3)Flat / fixed fees (6)

All advisers

Everguide Financial Group, LLC20 Commerce Dr, Suite 135 · Cranford, NJ 07016 · (215) 203-6673 · Financial planningCRD 283681 · % of assets, Fixed fees · $45.1 million AUMState registeredNo commissions reportedMerrion Investment Management CO, LLC184 North Ave. East · Cranford, NJ 07016 · (908) 654-0033 · % of assets managedCRD 139143 · % of assets · $244.8 million AUMSEC registeredNo commissions reportedS.f. Ehrlich Associates, INC.15 Alden Street, Suite 12 · Cranford, NJ 07016 · (908) 789-1100 · Financial planningCRD 121356 · % of assets, Fixed fees · $185.8 million AUMSEC registeredNo commissions reportedTkg Wealth Advisers LLC1150 Raritan Rd., Suite 201 · Cranford, NJ 07016 · (848) 235-5405 · Financial planningCRD 324156 · % of assets, Hourly charges, Fixed fees · $102.1 million AUMState registeredNo commissions reportedVirtus Wealth Solutions517 Centennial Avenue, Suite 200 · Cranford, NJ 07016 · (908) 967-6360 · Financial planningCRD 332536 · % of assets, Hourly charges, Fixed fees · $594.9 million AUMSEC registeredNo commissions reportedVolpe Investments LLC23 North Avenue East,, Suite 1 · Cranford, NJ 07016 · (908) 325-9878 · Financial planningCRD 340047 · % of assets, Fixed fees · $22.0 million AUMState registeredNo commissions reportedWbb Securities, LLC20 Commerce Dr, Suite 135 · Cranford, NJ 07016 · (858) 592-9901 · % of assets managedCRD 118440 · % of assetsState registeredNo commissions reportedWestfield Wealth Management, LLC200 South Avenue East, Suite 303 · Cranford, NJ 07016 · (908) 654-4784 · Financial planningCRD 125421 · % of assets, Hourly charges, Fixed fees · $91.6 million AUMState registeredNo commissions reported
Talking to advisers in Cranford? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.