Fee-OnlyFinder

Advisers in Summit, NJ

14 advisers in Summit — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Hourly fees (5)Flat / fixed fees (9)

All advisers

Beacon Hill Private Wealth LLC350 Springfield Avenue, Suite #200 · Summit, NJ 07901 · (908) 608-8444 · Financial planningCRD 285329 · % of assets, Fixed fees · $53.5 million AUMState registeredNo commissions reportedBianco Wealth Advisors LLC16 Maple Street, #5 · Summit, NJ 07901 · (973) 315-8079 · Financial planningCRD 333512 · % of assets, Hourly charges · $11.0 million AUMState registeredNo commissions reportedCircle Wealth Management, LLC47 Maple Street, Suite 201 · Summit, NJ 07901 · (908) 206-1306 · Financial planningCRD 142878 · % of assets, Fixed fees · $14.1 billion AUMSEC registeredNo commissions reportedEgis Capital Partners LP35 Beechwood Rd, Suite 2a · Summit, NJ 07901 · (973) 994-0606 · Flat / fixed feesCRD 306123 · % of assets, Fixed fees, Performance-based fees · $160.8 million AUMSEC registeredNo commissions reportedGrand Life Financial LLC350 Springfield Ave, Suite 200g · Summit, NJ 07901 · (973) 264-9044 · Financial planningCRD 322132 · % of assets, Hourly charges, Fixed fees · $8.6 million AUMState registeredNo commissions reportedGulfstream Cm, LLC450 Springfield Avenue, Suite 204 · Summit, NJ 07901 · (908) 918-1600 · % of assets managedCRD 165459 · % of assets, Performance-based fees · $244.2 million AUMSEC registeredNo commissions reportedPulver Capital Management LLC3 Hawthorne Place · Summit, NJ 07901 · (908) 795-3069 · Hourly feesCRD 152304 · % of assets, Hourly charges · $82.3 million AUMState registeredNo commissions reportedRsw Investments47 Maple Street, Suite 304 · Summit, NJ 07901 · (908) 273-4311 · % of assets managedCRD 302023 · % of assets · $2.3 billion AUMSEC registeredNo commissions reportedSeabridge Investment Advisors LLC450 Springfield Ave., Suite 301 · Summit, NJ 07901 · (908) 273-5085 · Financial planningCRD 108681 · % of assets, Fixed fees · $771.2 million AUMSEC registeredNo commissions reportedSimplicity Wealth475 Springfield Ave., Suite #1 · Summit, NJ 07901 · (844) 220-8326 · Financial planningCRD 300572 · % of assets, Hourly charges, Fixed fees · $4.3 billion AUMSEC registeredNo commissions reported
Summit Place Financial Advisors, LLC18 Bank Street, Suite 202 · Summit, NJ 07901 · (908) 517-5880 · Financial planningCRD 147984 · % of assets · $300.4 million AUMSEC registeredNo commissions reportedTlg Advisors, INC.475 Springfield Ave · Summit, NJ 07901 · (888) 371-0013 · Financial planningCRD 111052 · % of assets, Hourly charges, Fixed fees · $2.3 billion AUMSEC registeredNo commissions reportedTsp Capital Management Group, LLC382 Springfield Avenue, Suite 500 · Summit, NJ 07901 · (908) 273-2105 · Flat / fixed feesCRD 131889 · % of assets, Fixed fees, Performance-based fees · $553.3 million AUMSEC registeredNo commissions reportedWestmount Capital Group LLC4 Warwick Rd · Summit, NJ 07901 · (202) 370-6880 · Flat / fixed feesCRD 339303 · % of assets, Fixed feesState registeredNo commissions reported
Talking to advisers in Summit? 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.