Advisers in Montclair, NJ

4 advisers in Montclair — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Bautis Financial, LLC8 Hillside Ave, Suite Ll1 · Montclair, NJ 07042 · (862) 205-5800 · Financial planningCRD 148582 · % of assets, Fixed fees · $197.4 million AUMSEC registeredNo commissions reported Cherrydale Wealth Management, LLC28 Valley Road, Suite 1 · Montclair, NJ 07042 · (917) 838-7507 · Financial planningCRD 171541 · % of assets · $495.5 million AUMSEC registeredNo commissions reported Rmr Wealth Builders, INC.111 Grove Street, Suite 203 · Montclair, NJ 07042 · (201) 836-2460 · Financial planningCRD 169005 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reported Sfi Advisors, LLC79 Midland Ave. · Montclair, NJ 07042 · (973) 744-1014 · Financial planningCRD 287929 · % of assets, Fixed fees · $176.0 million AUMSEC registeredNo commissions reported

Talking to advisers in Montclair? 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.