Fee-OnlyFinder

Advisers in Wayne, NJ

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

All advisers

Highland Financial Advisors, LLC1680 Route 23, Suite 210 · Wayne, NJ 07470 · (973) 557-2933 · Financial planningCRD 125838 · % of assets, Fixed fees · $640.0 million AUMSEC registeredNo commissions reportedLumida Wealth Management LLC1200 Preakness Avenue, Suite B1200 · Wayne, NJ 07470 · (917) 541-0170 · Financial planningCRD 323410 · % of assets, Fixed fees, Performance-based fees · $132.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Wayne? 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.