Fee-OnlyFinder

Advisers in Short Hills, NJ

8 advisers in Short Hills — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)

All advisers

Abe Capital Management, LLC51 Jfk Parkway, First Floor West · Short Hills, NJ 07078 · (973) 713-1236 · Financial planningCRD 154422 · % of assets · $98.2 million AUMState registeredNo commissions reportedCompass Private Wealth Group LLC51 Jfk Parkway, 1st FL W, Suite 107 · Short Hills, NJ 07078 · (908) 615-2249 · Financial planningCRD 316785 · % of assets, Hourly charges, Fixed fees · $113.3 million AUMSEC registeredNo commissions reportedDorchester Advisors LLC830 Morris Turnpike #483 · Short Hills, NJ 07078 · (973) 671-1560 · Financial planningCRD 154460 · % of assets, Hourly charges, Fixed fees · $82.5 million AUMState registeredNo commissions reportedFranklin Mutual Advisers, LLC101 John F. Kennedy Parkway · Short Hills, NJ 07078 · (973) 912-2000 · % of assets managedCRD 111376 · % of assets, Performance-based fees · $42.6 billion AUMSEC registeredNo commissions reportedOceanus Capital Management51 Jkf Parkway, First Floor West · Short Hills, NJ 07078 · (201) 253-9641 · % of assets managedCRD 331624 · % of assets, Performance-based fees · $5.5 million AUMState registeredNo commissions reportedOceanus Research LLC51 Jfk Parkway, First Floor West · Short Hills, NJ 07078 · (201) 253-9641 · % of assets managedCRD 314649 · % of assets, Performance-based fees · $3.0 million AUMState registeredNo commissions reportedThe Knox Group Wealth Management51 Jfk Parkway · Short Hills, NJ 07078 · (973) 218-2496 · Financial planningCRD 298662 · % of assets · $25.1 million AUMState registeredNo commissions reportedXpotential INC.1200 Morris Turnpike, Suite 3005 · Short Hills, NJ 07078 · (908) 273-7600 · % of assets managedCRD 152793 · % of assets · $91.1 million AUMState registeredNo commissions reported
Talking to advisers in Short Hills? 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.