Daniel Sciortino
Fig Tree Wealth Management · Mountainside, New Jersey
Daniel Sciortino is a fee-only financial advisor at Fig Tree Wealth Management in Mountainside, New Jersey, who holds the ChFC credential. Daniel focuses on retirement planning, estate & legacy planning and tax planning. Fig Tree Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Fig Tree Wealth Management |
|---|---|
| Based in | Mountainside, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $32.3M across 238 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NJ, PA, TX · CRD 6001416 |
| Exams passed | Series 63 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.figtreewealth.com |
| Profile |
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Questions about Daniel
Is Daniel Sciortino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Fig Tree Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, Fig Tree Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Daniel Sciortino based?
Daniel Sciortino is based in Mountainside, New Jersey.
What does Daniel specialize in?
Daniel's specialties include retirement planning, estate & legacy planning, tax planning, family wealth transfer, small business owners and sustainable & impact investing. Daniel works with multi-generational families.
What credentials does Daniel Sciortino hold?
Daniel Sciortino holds the ChFC credential.
Is Daniel Sciortino registered with the SEC?
Yes. Daniel Sciortino is registered as an investment adviser representative in NJ, PA and TX (CRD 6001416), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fig Tree Wealth Management manage?
Fig Tree Wealth Management reports $32.3M across 238 accounts in assets under management.
How do I contact Daniel Sciortino?
Through Daniel's website, www.figtreewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Fig Tree Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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