# Gene Tortorello

> Gene Tortorello is a fee-only financial advisor at 3i Wealth Management in Fairfield, New Jersey, who holds the CFA credential. Gene charges a percentage of assets and an ongoing planning fee (1% a year on the first tier of assets managed).

Page: https://find.wellspent.co/advisors/gene-tortorello/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** 3i Wealth Management
- **Based in:** Fairfield, New Jersey
- **Fee model:** Percentage of assets; Ongoing planning fee
- **Fees (firm's website):** 1% a year on the first tier of assets managed
- **Assets under management (firm):** $28.4M across 101 accounts
- **Credentials:** CFA
- **CRD:** 7294549 (https://adviserinfo.sec.gov/individual/summary/7294549)
- **SEC registration:** Investment adviser representative in NJ
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.3iwealthmanagement.com

## Frequently asked questions

### Is Gene Tortorello a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Gene holds no broker registration, and 3i Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Gene charge for financial advice?

Gene charges a percentage of assets and an ongoing planning fee.

### How much does Gene charge?

According to 3i Wealth Management's website, checked October 30, 2026: 1% a year on the first tier of assets managed.

### Where is Gene Tortorello based?

Gene Tortorello is based in Fairfield, New Jersey.

### What credentials does Gene Tortorello hold?

Gene Tortorello holds the CFA credential.

### Is Gene Tortorello registered with the SEC?

Yes. Gene Tortorello is registered as an investment adviser representative in NJ (CRD 7294549), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 3i Wealth Management manage?

3i Wealth Management reports $28.4M across 101 accounts in assets under management.

### How do I contact Gene Tortorello?

Through Gene's website, www.3iwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7294549): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.3iwealthmanagement.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.