Amanda McGrath
Asset Advisory Group · Kinnelon, New Jersey
Amanda McGrath is a fee-only financial advisor at Asset Advisory Group in Kinnelon, New Jersey, who holds the CFP credential. Asset Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Asset Advisory Group |
|---|---|
| Based in | Kinnelon, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $479.5M across 633 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 5198869 |
| Exams passed | Series 63 (2006) · Series 65 (2017) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.assetadvisorygroup.com |
| Profile |
How Amanda's firm compares
- Asset Advisory Group's average account is about $758,000, from its Form ADV (assets managed divided by 633 accounts).
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Questions about Amanda
Is Amanda McGrath a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Asset Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Asset Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amanda McGrath based?
Amanda McGrath is based in Kinnelon, New Jersey.
What credentials does Amanda McGrath hold?
Amanda McGrath holds the CFP credential.
Is Amanda McGrath registered with the SEC?
Yes. Amanda McGrath is registered as an investment adviser representative in NJ and TX (CRD 5198869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Asset Advisory Group manage?
Asset Advisory Group reports $479.5M across 633 accounts in assets under management.
How do I contact Amanda McGrath?
Through Amanda's website, www.assetadvisorygroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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