Fee-OnlyFinder

Advisers in Westfield, NJ

4 advisers in Westfield — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Covington & Associates, INC.597 Westfield Ave · Westfield, NJ 07090 · (908) 232-4717 · % of assets managedCRD 113357 · % of assets · $308.2 million AUMSEC registeredNo commissions reportedPasco Investment Advisors INC509 East Broad St. · Westfield, NJ 07090 · (908) 518-1888 · % of assets managedCRD 106133 · % of assets · $50.4 million AUMState registeredNo commissions reportedRedfield, Blonsky & Starinsky, LLC1024 South Avenue West · Westfield, NJ 07091 · (908) 276-7226 · % of assets managedCRD 128714 · % of assets · $59.4 million AUMState registeredNo commissions reportedTepp Wealth Management210 Elmer Street · Westfield, NJ 07090 · (908) 301-1200 · Financial planningCRD 283899 · % of assets, Hourly charges, Fixed fees · $195.7 million AUMSEC registeredNo commissions reported
Talking to advisers in Westfield? 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.