Fee-OnlyFinder

Advisers in Englewood Cliffs, NJ

7 advisers in Englewood Cliffs — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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

All advisers

Clavis Capital Management, LLC560 Sylvan Avenue · Englewood Cliffs, NJ 07632 · (201) 377-2050 · % of assets managedCRD 332545 · % of assets, Performance-based fees · $11.5 million AUMState registeredNo commissions reportedGrand Slam Asset Management, LLC600 Sylvan Ave, Suite 206 · Englewood Cliffs, NJ 07632 · (201) 346-4335 · % of assets managedCRD 161122 · % of assets, Performance-based fees · $35.0 million AUMSEC registeredNo commissions reportedJedi Management, INC.560 Sylvan Avenue, Suite 2175 · Englewood Cliffs, NJ 07632 · (201) 482-0288 · Financial planningCRD 128805 · % of assets, Hourly charges, Fixed fees · $56.9 million AUMState registeredNo commissions reportedJulius Wealth Advisors, LLC200 Sylvan Ave, Suite 23a · Englewood Cliffs, NJ 07632 · (201) 408-4644 · Financial planningCRD 316741 · % of assets, Fixed fees · $50.7 million AUMState registeredNo commissions reportedMalvern Ridge Wealth Management700 East Palisade Ave, 1st Floor · Englewood Cliffs, NJ 07632 · (908) 451-3177 · Financial planningCRD 297714 · % of assets, Hourly charges, Fixed fees · $8.0 million AUMState registeredNo commissions reportedNitor Capital Management600 Sylvan Avenue, Suite #201 · Englewood Cliffs, NJ 07632 · (646) 322-3715 · % of assets managedCRD 173067 · % of assets, Performance-based fees · $158.6 million AUMSEC registeredNo commissions reportedSensus Investment Management560 Sylvan Avenue · Englewood Cliffs, NJ 07632 · (888) 736-7871 · % of assets managedCRD 145961 · % of assets · $65.9 million AUMState registeredNo commissions reported
Talking to advisers in Englewood Cliffs? 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.