Fee-OnlyFinder

Advisers in Paramus, NJ

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

All advisers

Breakwater Capital Group140 E. Ridgewood Avenue, Suite 415 · Paramus, NJ 07652 · (551) 342-3733 · Financial planningCRD 321097 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedGenesis Financial Group, LLC80 W Century Road, Suite 303 · Paramus, NJ 07652 · (551) 284-4023 · Financial planningCRD 327996 · % of assets · $171.3 million AUMSEC registeredNo commissions reportedValley Wealth Managers, INC.80 East Ridgewood Ave, Suite 3 · Paramus, NJ 07652 · (888) 794-7940 · Financial planningCRD 108879 · % of assets, Hourly charges · $2.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Paramus? 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.