Fee-OnlyFinder

Advisers in Somers Point, NJ

2 advisers in Somers Point — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

All advisers

Rockcrest Financial LLC551 New Road, Suite B · Somers Point, NJ 08244 · (856) 694-3288 · Financial planningCRD 282360 · % of assets, Fixed fees · $44.3 million AUMState registeredNo commissions reportedSindia Capital Advisers, LLC741 1st Street · Somers Point, NJ 08244 · (484) 908-9118 · Hourly feesCRD 333325 · % of assets, Hourly charges, Fixed fees · $423.4 million AUMSEC registeredNo commissions reported
Talking to advisers in Somers Point? 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.