Emily Jaffe
OFC Wealth Management · Short Hills, New Jersey
Emily Jaffe is a fee-only financial advisor at OFC Wealth Management in Short Hills, New Jersey, who holds the CFP credential. Emily focuses on retirement planning and tax planning. OFC Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | OFC Wealth Management |
|---|---|
| Based in | Short Hills, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $182.8M across 369 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 4462199 |
| Exams passed | Series 63 (2001) · Series 65 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ofcwealth.com |
| Profile |
How Emily's firm compares
- OFC Wealth Management's average account is about $495,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Emily
Is Emily Jaffe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Emily holds no broker registration, and OFC Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Emily charge for financial advice?
Emily's firm, OFC Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Emily Jaffe based?
Emily Jaffe is based in Short Hills, New Jersey.
What does Emily specialize in?
Emily's specialties include retirement planning and tax planning.
What credentials does Emily Jaffe hold?
Emily Jaffe holds the CFP credential.
Is Emily Jaffe registered with the SEC?
Yes. Emily Jaffe is registered as an investment adviser representative in NJ and TX (CRD 4462199), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does OFC Wealth Management manage?
OFC Wealth Management reports $182.8M across 369 accounts in assets under management.
How do I contact Emily Jaffe?
Through Emily's website, www.ofcwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Short Hills
Other advisors in New Jersey who focus on retirement planning
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
- OFC 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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