Felicia Greenwald
Financial Futures · Brielle, New Jersey
Felicia Greenwald is a fee-only financial advisor at Financial Futures in Brielle, New Jersey. Felicia charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee ($300 an hour and 1% a year on the first tier of assets managed) and focuses on tax planning, retirement planning and small business owners.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Financial Futures |
|---|---|
| Based in | Brielle, New Jersey |
| Fee model | Percentage of assets · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | $300 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $270.5M across 759 accounts |
| SEC registration | Investment adviser representative in NV · CRD 7779959 |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.financial-futures-llc.com |
| Profile |
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Questions about Felicia
Is Felicia Greenwald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Felicia holds no broker registration, and Financial Futures reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Felicia charge for financial advice?
Felicia charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Felicia charge?
According to Financial Futures's website, checked October 30, 2026: $300 an hour; 1% a year on the first tier of assets managed.
Where is Felicia Greenwald based?
Felicia Greenwald is based in Brielle, New Jersey.
What does Felicia specialize in?
Felicia's specialties include tax planning, retirement planning, small business owners and equity compensation. Felicia works with pre-retirees and retirees.
Is Felicia Greenwald registered with the SEC?
Yes. Felicia Greenwald is registered as an investment adviser representative in NV (CRD 7779959), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Futures manage?
Financial Futures reports $270.5M across 759 accounts in assets under management.
How do I contact Felicia Greenwald?
Through Felicia's website, www.financial-futures-llc.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
- Financial Futures 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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