Gene Tortorello
3i Wealth Management · Fairfield, New Jersey
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).
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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 | $28.4M across 101 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in NJ · CRD 7294549 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.3iwealthmanagement.com |
| Profile |
How Gene's firm compares
- 3i Wealth Management's average account is about $281,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Gene
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fairfield
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
- 3i 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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