Donald La Fronz
New Amsterdam Wealth Planning · Long Branch, New Jersey
Donald La Fronz is a fee-only financial advisor at New Amsterdam Wealth Planning in Long Branch, New Jersey, who holds the CFP credential. New Amsterdam Wealth Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | New Amsterdam Wealth Planning |
|---|---|
| Based in | Long Branch, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $65.8M across 145 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 2314937 |
| Exams passed | Series 63 (1993) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Donald's firm compares
- New Amsterdam Wealth Planning's average account is about $454,000, from its Form ADV (assets managed divided by 145 accounts).
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Questions about Donald
Is Donald La Fronz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and New Amsterdam Wealth Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, New Amsterdam Wealth Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald La Fronz based?
Donald La Fronz is based in Long Branch, New Jersey.
What credentials does Donald La Fronz hold?
Donald La Fronz holds the CFP credential.
Is Donald La Fronz registered with the SEC?
Yes. Donald La Fronz is registered as an investment adviser representative in NJ, NY and TX (CRD 2314937), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does New Amsterdam Wealth Planning manage?
New Amsterdam Wealth Planning reports $65.8M across 145 accounts in assets under management.
How do I contact Donald La Fronz?
Contact details aren't on file yet. Search for New Amsterdam Wealth Planning.
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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