Fee-OnlyFinder

Advisers in Totowa, NJ

5 advisers in Totowa — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (3)Retirement plan consulting (4)

All advisers

Aurora Private Wealth, INC.999 Riverview Drive, Suite 201 · Totowa, NJ 07512 · (973) 394-0404 · Financial planningCRD 281604 · % of assets, Hourly charges, Fixed fees · $374.0 million AUMSEC registeredNo commissions reportedCapital Allocation Management, INC40 Vreeland Avenue, Suite 107 · Totowa, NJ 07512 · (973) 812-9660 · Financial planningCRD 129216 · % of assets · $118.8 million AUMState registeredNo commissions reportedCfs Investment Advisory Services LLC97 Lackawanna Avenue, Suite 101 · Totowa, NJ 07512 · (973) 826-8800 · Financial planningCRD 106577 · % of assets, Fixed fees · $2.7 billion AUMSEC registeredNo commissions reportedComprehensive Capital Management, INC.999 Riverview Drive, Suite 201 · Totowa, NJ 07512 · (973) 394-0404 · Financial planningCRD 119890 · % of assets, Hourly charges, Fixed fees · $77.5 million AUMSEC registeredNo commissions reportedI-Squared Wealth Management, INC.999 Riverview Drive, Suite 201 · Totowa, NJ 07512 · (914) 522-4170 · % of assets managedCRD 282152 · % of assets · $62.8 million AUMState registeredNo commissions reported
Talking to advisers in Totowa? 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.