CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
5 advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
318 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$503.8M
Fee Structure
Financial Planning:Included in AUM fee
Financial Plan Fee:$2,000
Wealth Management fees range from 0.15% to 1.00% annually based on assets under management. Investment Management and ERISA Fiduciary Investment Management fees range from 0.15% to 0.80% annually. The firm bills quarterly in advance, with pro-rata refunds if canceled. A flat fee may be charged for certain clients until their assets reach a particular level. The "Before and Beyond Divorce" education service costs $2,000.
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness OwnersDivorce Planning
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Advisor Information
Office location
1680 Route 23, Suite 210, Wayne, NJ, 07470
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Highland Financial Advisors, LLC
July 2022 - Present · 3 yrs 6 mos
Previous Registrations
TD Ameritrade, INC.
February 2018 - April 2020 · 2 yrs 2 mos
TD Ameritrade Investment Management, LLC
February 2018 - April 2020 · 2 yrs 2 mos
TD Ameritrade, INC.Broker
February 2018 - April 2020 · 2 yrs 2 mos
Scottrade Investment Management
June 2016 - February 2018 · 1 yr 8 mos
Scottrade, INC.Broker
April 2006 - February 2018 · 11 yrs 10 mos
A. G. Edwards & Sons, INC.
May 2005 - March 2006 · 10 mos
A. G. Edwards & Sons, INC.Broker
May 2005 - March 2006 · 10 mos
State Registrations1 state
NJ
Advisor
Exams
No exam information available for this advisor.