Gregg Auerbach
Meadowbrook Advisors · Bedminster, New Jersey
Gregg Auerbach is a fee-only financial advisor at Meadowbrook Advisors in Bedminster, New Jersey. Gregg focuses on retirement planning, tax planning and estate & legacy planning. Meadowbrook Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
- Retirees
- Executives
- Founders
- Divorced individuals
- Multi-generational families
Facts
| Firm | Meadowbrook Advisors |
|---|---|
| Based in | Bedminster, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $321.0M across 454 accounts |
| SEC registration | Investment adviser representative in NJ, TX · CRD 2169550 |
| Exams passed | Series 63 (1991) · Series 65 (2002) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | meadowbrookadvisors.com |
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Questions about Gregg
Is Gregg Auerbach a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gregg holds no broker registration, and Meadowbrook Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gregg charge for financial advice?
Gregg's firm, Meadowbrook Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Gregg Auerbach based?
Gregg Auerbach is based in Bedminster, New Jersey.
What does Gregg specialize in?
Gregg's specialties include retirement planning, tax planning, estate & legacy planning, small business owners, divorce financial planning and family wealth transfer. Gregg works with pre-retirees, retirees, executives, founders and divorced individuals.
Is Gregg Auerbach registered with the SEC?
Yes. Gregg Auerbach is registered as an investment adviser representative in NJ and TX (CRD 2169550), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Meadowbrook Advisors manage?
Meadowbrook Advisors reports $321.0M across 454 accounts in assets under management.
How do I contact Gregg Auerbach?
Through Gregg's website, meadowbrookadvisors.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
- Meadowbrook Advisors 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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