Fee-OnlyFinder

Advisers in Westwood, NJ

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

All advisers

Fortis Group Advisors LLC345 Kinderkamack Road, Suite B · Westwood, NJ 07675 · (201) 383-0630 · Financial planningCRD 290427 · % of assets, Hourly charges, Fixed fees · $822.4 million AUMSEC registeredNo commissions reportedModera Wealth Management, LLC56 Jefferson Avenue · Westwood, NJ 07675 · (201) 768-4600 · Financial planningCRD 155649 · % of assets, Hourly charges, Fixed fees · $17.7 billion AUMSEC registeredNo commissions reported
Talking to advisers in Westwood? 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.