Denise Sarkor
Sarkor Financial Advisors · Bloomfield, New Jersey
Denise Sarkor is a fee-only financial advisor at Sarkor Financial Advisors in Bloomfield, New Jersey. Denise charges hourly fees, a one-time planning fee, an ongoing planning fee and a percentage of assets (ongoing planning from $7,500 a year and one-time plans from $2,500) and focuses on small business owners.
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Specialties
Who they serve
- Founders
- Mid-life transitions
Facts
| Firm | Sarkor Financial Advisors |
|---|---|
| Based in | Bloomfield, New Jersey |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee · Percentage of assets |
| Fees (firm's website) | Ongoing planning from $7,500 a year · One-time plans from $2,500 · $350 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $1.2M across 23 accounts |
| SEC registration | Investment adviser representative in GA, NJ, TX · CRD 4980699 |
| Exams passed | Series 63 (2007) · Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.sarkorfinancialadvisors.com |
| Profile |
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Questions about Denise
Is Denise Sarkor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Denise holds no broker registration, and Sarkor Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Denise charge for financial advice?
Denise charges hourly fees, a one-time planning fee, an ongoing planning fee and a percentage of assets.
How much does Denise charge?
According to Sarkor Financial Advisors's website, checked October 30, 2026: ongoing planning from $7,500 a year; one-time plans from $2,500; $350 an hour; 1% a year on the first tier of assets managed.
Where is Denise Sarkor based?
Denise Sarkor is based in Bloomfield, New Jersey.
What does Denise specialize in?
Denise's specialties include small business owners. Denise works with founders and mid-life transitions.
Is Denise Sarkor registered with the SEC?
Yes. Denise Sarkor is registered as an investment adviser representative in GA, NJ and TX (CRD 4980699), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sarkor Financial Advisors manage?
Sarkor Financial Advisors reports $1.2M across 23 accounts in assets under management.
How do I contact Denise Sarkor?
Through Denise's website, www.sarkorfinancialadvisors.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
- Sarkor Financial Advisors 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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