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Filter by name, location, or specialty. All data from public SEC filings.

Showing Trusts & Estates advisors in NJ

470 advisers found

AUM

$29.1M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

(973) 952-6466

Full profileNo website

TPK ADVISORS LLC

Edgewater, NJ

AUM

$24.3M

Wealth MgmtTrusts & Estates

Team

1 advisors

Clients

Fees

Percentage of AUM; Fixed fees

201-943-1342

Full profileNo website

AUM

$22.4M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Percentage of AUM; Hourly charges

(908) 479-4087

Full profileNo website

AUM

$15.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

26-50

Fees

Percentage of AUM · Hourly charges +1 more

732-360-0355

Full profileNo website

LBK FINANCIAL LLC

Whippany, NJ

AUM

$14.6M

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

0

Fees

Percentage of AUM · Hourly charges +1 more

(201) 602-4705

Full profileNo website

AUM

$3.0M

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

11-25

Fees

Percentage of AUM · Hourly charges +1 more

2012912337

Full profileNo website

AUM

$760K

Financial PlanningWealth MgmtFee-Only/Hourly

Team

1 advisors

Clients

1-10

Fees

Percentage of AUM · Hourly charges +1 more

732-501-1643

Full profileNo website

WEBB FINANCIAL PLANNING LLC

Haddon Heights, NJ

AUM

Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly

Team

1 advisors

Clients

51-100

Fees

Hourly charges; Fixed fees

(856) 428-2181

Full profileNo website
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