Fee-OnlyFinder

Advisers in Lawrenceville, NJ

3 advisers in Lawrenceville — 3 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Constantia Capital LLC17 Hendrickson Road, Suite 100 · Lawrenceville, NJ 08648 · (609) 947-3352 · % of assets managedCRD 167095 · % of assets, Performance-based fees · $18.7 million AUMState registeredNo commissions reportedWeingarten Associates, L.L.C.11 Overlook Way · Lawrenceville, NJ 08648 · (609) 620-1770 · Financial planningCRD 127718 · Hourly charges, Fixed fees · $200.3 million AUMSEC registeredNo commissions reportedWhite Knight Strategic Wealth Advisors, LLC2801 Main Street · Lawrenceville, NJ 08648 · (609) 945-1772 · Financial planningCRD 302098 · % of assets, Fixed fees, Performance-based fees · $207.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Lawrenceville? 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.