Fee-OnlyFinder

Advisers in Parsippany, NJ

9 advisers in Parsippany — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (6)Flat / fixed fees (8)Retirement plan consulting (5)

All advisers

Accretive Wealth Partners, LLC1 Gatehall Drive, Suite 207 · Parsippany, NJ 07054 · (973) 970-2627 · Financial planningCRD 299544 · % of assets, Hourly charges, Fixed fees · $504.5 million AUMSEC registeredNo commissions reportedCadia Private Client LLC1 Gatehall Drive, Suite 307 · Parsippany, NJ 07054 · (973) 993-6300 · Financial planningCRD 337400 · % of assets, Fixed fees · $192.5 million AUMSEC registeredNo commissions reportedComprehensive Wealth Services, LLC2001 US 46, Suite 310 · Parsippany, NJ 07960 · (973) 924-2313 · Financial planningCRD 147372 · % of assets, Hourly charges, Fixed fees · $91.7 million AUMState registeredNo commissions reportedLeicht Financial Planning and Wealth Management900 Lanidex Plaza - Suite 110 · Parsippany, NJ 07054 · (973) 599-0400 · Financial planningCRD 171967 · % of assets, Fixed fees · $237.4 million AUMSEC registeredNo commissions reportedM.k. Byrne & CO. LLC2001 Route 46, Suite 211 · Parsippany, NJ 07054 · (973) 265-2905 · Financial planningCRD 306382 · % of assets, Hourly charges · $90.8 million AUMState registeredNo commissions reportedOnepoint Bfg Wealth Partners300 Kimball Drive, Suite 310 · Parsippany, NJ 07054 · (973) 575-4180 · Financial planningCRD 318366 · % of assets, Hourly charges, Fixed fees · $15.1 billion AUMSEC registeredNo commissions reportedSax Wealth Advisors, LLC389 Interpace Parkway, Suite 3 · Parsippany, NJ 07054 · (973) 859-2199 · Financial planningCRD 119193 · % of assets, Hourly charges, Fixed fees · $3.6 billion AUMSEC registeredNo commissions reportedSignet Financial Management, LLC400 Interpace Parkway, Building C, 2nd Floor · Parsippany, NJ 07054 · (973) 543-6660 · Financial planningCRD 105310 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedSummit Financial, LLC4 Campus Drive · Parsippany, NJ 07054 · (973) 285-3600 · Financial planningCRD 299322 · % of assets, Fixed fees · $26.3 billion AUMSEC registeredNo commissions reported
Talking to advisers in Parsippany? 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.