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Top Rated Financial Advisors in Mount Laurel, Newjersey
Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Mount Laurel, Newjersey is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.
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Paul C. Koenig Jr.
Integrated Financial Partners
Additional Information:
Years of Experience:
13 Years
- Fee-Based
Fee Structure
Chip Holston
LPL Financial
Additional Information:
Years of Experience:
20 Years
- Fee-Based
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Money Management
- Risk Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Eric Nelson
Independence Wealth
Additional Information:
Years of Experience:
12 Years
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity
Patrick Sewards
Costello Asset Management
Additional Information:
Years of Experience:
18 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $100,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab, TD Ameritrade and others.
David Montemurro
Prudential
Eric Picker
Prudential
Matthew Haraburda
Bernardo Wealth Planning
Additional Information:
Years of Experience:
11 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Vanguard Personal Advisor
Additional Information:
- Fee-Based
Fee Structure
- Retirement Planning
- Education Funding and Planning
Financial Services Provided:
Diversified, LLC
Additional Information:
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
SEI, Charles Schwab, Fidelity
Jim Bernstein
QEX Asset Management
Additional Information:
Years of Experience:
39 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $50,000
- Portfolio Management
- Wealth Management
- Money Management
- Risk Management
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Interactive Brokers
Limerick Financial Group, LLC.
Additional Information:
Years of Experience:
40 Years
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Axos
Marc Hansen
JPL Asset Management and Planning
Additional Information:
Years of Experience:
20 Years
- Commissions
- Flat Fee
- Based on Assets
Fee Structure
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Investment Advice & Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Condor Capital Wealth Management
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab, TDAmeritrade, Fidelity
Daniel Chen
DC Strategies, Integrated Wealth Mgt.
Additional Information:
Years of Experience:
28 Years
- Fee-Based
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Portfolio Management
- Wealth Management
- Money Management
- Financial Advice & Consulting
- Financial Planning for Individuals
- Tax Advice and Services
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity, Assetmark Trust, TD Ameritrade
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Quotient Wealth Partners
Additional Information:
- Fee-Based
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $500,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Fidelity Investments
Louis Green
Savvy Advisors
Additional Information:
Years of Experience:
25 Years
- Fee-Only
- Hourly
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Mark W. Cassidy
Prosperiant Wealth Management, LLC
Additional Information:
Years of Experience:
15 Years
- Fee-Based
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab
Frank Lepore
Bleakley Financial Group
Additional Information:
Years of Experience:
21 Years
- Fee-Based
- Flat Fee
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- Wealth Management
- Risk Management
- Education Funding and Planning
Financial Services Provided:
Name(s) of Custodian(s):
LPL Financial, Charles Schwab, Pershing, and Fidelity
Dan Brady
Savvy Advisors, Inc
Additional Information:
Years of Experience:
22 Years
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $250,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Edelman Financial Engines, LLC
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Name(s) of Custodian(s):
Charles Schwab and others.
Altfest Personal Wealth Management
Additional Information:
- Fee-Only
- Based on Assets
Fee Structure
Asset Requirement: $1,000,000
- Financial Planning
- Portfolio Management
- Retirement Planning
- 401K Rollovers
- Wealth Management
- Money Management
Financial Services Provided:
Name(s) of Custodian(s):
Charles Schwab & TD Ameritrade
Farther Finance, LLC
Additional Information:
- Fee-Only
- Flat Fee
- Based on Assets
Fee Structure
Asset Requirement: $0
- Financial Planning
- Portfolio Management
- Wealth Management
- Estate Planning & Trusts
Financial Services Provided:
Paladin Advisors