Firm Information
Compensation
Fee-Only (AUM)Fixed/HourlyFirm Size
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
1680 Route 23, Suite 210, Wayne, NJ, 07470
Get directionsRegulatory History
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 →Other Business Activities
Edward holds a New Jersey real estate license and works as a referral agent. He devotes minimal time to this activity, working on a pure referral basis and collecting fees only when a sale is closed.
Employment History
Current Registrations
Highland Financial Advisors, LLC
Previous Registrations
Traphagen Financial Group
Highland Financial Advisors, LLC
State Registrations1 state
Exams
Additional Information
Ed designs and implements comprehensive financial planning solutions for individuals and families, focusing on the unique needs of business owners, dental practice owners, medical professionals, and executives. Ed specializes in estate and multi-generational planning, as well as helping dentists retire from their practice and consulting with business owners and physician-owned medical professionals on the design and implementation of qualified retirement plans. With a tax-focused approach, Ed also helps clients manage concentrated stock positions as a result of restricted stock grants and corporate stock options.