Fee-OnlyFinder

Advisers in Morristown, NJ

12 advisers in Morristown — 12 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (8)Retirement plan consulting (3)

All advisers

Beacon Trust163 Madison Avenue · Morristown, NJ 07960 · (973) 377-8090 · Financial planningCRD 226547 · % of assets, Fixed fees · $4.4 billion AUMSEC registeredNo commissions reportedBlackhill Capital, INC161 Madison Avenue · Morristown, NJ 07960 · (973) 984-7014 · % of assets managedCRD 105208 · % of assets · $2.0 billion AUMSEC registeredNo commissions reportedKiely Capital Management, INC.51 Dumont Place · Morristown, NJ 07960 · (973) 455-1894 · Financial planningCRD 121480 · % of assets, Hourly charges, Fixed fees · $58.1 million AUMState registeredNo commissions reportedLavish Financial Planning1 High Street Court · Morristown, NJ 07960 · (201) 535-4499 · Financial planningCRD 167592 · % of assets, Hourly charges, Fixed fees · $35.5 million AUMState registeredNo commissions reportedMcRae Capital Management INC.230 Madison Avenue · Morristown, NJ 07960 · (973) 387-1080 · Financial planningCRD 104567 · % of assets, Fixed fees · $795.0 million AUMSEC registeredNo commissions reportedNew Vernon Capital62 Elm Street · Morristown, NJ 07960 · (201) 793-0570 · Flat / fixed feesCRD 160231 · % of assets, Fixed fees, Performance-based fees · $902.1 million AUMSEC registeredNo commissions reportedO'Dowd Asset Management LLC31 Washington St. · Morristown, NJ 07960 · (973) 214-3987 · Financial planningCRD 307641 · % of assets, Fixed fees · $43.1 million AUMState registeredNo commissions reportedPegasus Asset Management INC44 Whippany Road, Suite 101 · Morristown, NJ 07960 · (845) 369-9422 · % of assets managedCRD 104766 · % of assets · $553.6 million AUMSEC registeredNo commissions reportedPegasus Group, LLC44 Whippany Road, Suite 101 · Morristown, NJ 07960 · (845) 369-9422 · % of assets managedCRD 113499 · % of assets · $91.3 million AUMSEC registeredNo commissions reportedPrivate Advisor Group, LLC305 Madison Avenue · Morristown, NJ 07960 · (973) 538-7010 · Financial planningCRD 155216 · % of assets, Hourly charges, Fixed fees · $44.3 billion AUMSEC registeredNo commissions reported
Simon Quick Advisors, LLC360 Mt. Kemble Ave · Morristown, NJ 07960 · (973) 525-1000 · Financial planningCRD 132330 · % of assets, Hourly charges, Fixed fees · $9.0 billion AUMSEC registeredNo commissions reportedWashington Crossing Advisors LLC305 Madison Avenue, Suite 200 · Morristown, NJ 07960 · (973) 549-4052 · % of assets managedCRD 281511 · % of assets · $2.0 billion AUMSEC registeredNo commissions reported
Talking to advisers in Morristown? 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.