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Advisor

Eric Furey

Accretive Wealth Partners · Parsippany, New Jersey

Eric Furey is a fee-only financial advisor at Accretive Wealth Partners in Parsippany, New Jersey, who holds the CFP and CFA credentials. Eric charges a percentage of assets (ongoing planning from $5,000 a year and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.

Percentage of assets Fee-only CFPCFA

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Specialties

Facts

FirmAccretive Wealth Partners
Based in Parsippany, New Jersey
Fee modelPercentage of assets
Fees (firm's website)Ongoing planning from $5,000 a year · A $1,000,000 asset minimum
Assets under management$504.5M across 704 accounts
CredentialsCFP · CFA
SEC registration Investment adviser representative in NJ · CRD 5584107
Exams passedSeries 65 (2009)
Firm size3 employees
Disclosures None reported
Websitewww.accretivewealthpartners.com

How Eric's firm compares

  • Ongoing planning starts at $5,000 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
  • Accretive Wealth Partners's average account is about $717,000, from its Form ADV (assets managed divided by 704 accounts).

What fee-only advisors charge in New Jersey

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Questions about Eric

Is Eric Furey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Eric holds no broker registration, and Accretive Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Eric charge for financial advice?

Eric charges a percentage of assets.

How much does Eric charge?

According to Accretive Wealth Partners's website, checked October 30, 2026: ongoing planning from $5,000 a year; a $1,000,000 asset minimum.

Where is Eric Furey based?

Eric Furey is based in Parsippany, New Jersey.

What does Eric specialize in?

Eric's specialties include retirement planning, tax planning and estate & legacy planning.

What credentials does Eric Furey hold?

Eric Furey holds the CFP and CFA credentials.

Is Eric Furey registered with the SEC?

Yes. Eric Furey is registered as an investment adviser representative in NJ (CRD 5584107), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Accretive Wealth Partners manage?

Accretive Wealth Partners reports $504.5M across 704 accounts in assets under management.

How do I contact Eric Furey?

Through Eric's website, www.accretivewealthpartners.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Parsippany

Other advisors in New Jersey who focus on retirement planning

Where this information comes from

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