Harold Sasnowitz
BCR Wealth Strategies · Clifton, New Jersey
Harold Sasnowitz is a fee-only financial advisor at BCR Wealth Strategies in Clifton, New Jersey, who holds the CFP credential. Harold charges a percentage of assets and focuses on retirement planning.
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Specialties
Who they serve
- Founders
- Physicians
- High earners
- Mid-life transitions
- Divorced individuals
Facts
| Firm | BCR Wealth Strategies |
|---|---|
| Based in | Clifton, New Jersey |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $528.1M across 1,219 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AL, NJ · CRD 5313969 |
| Exams passed | Series 65 (2007) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.bcrwealth.com |
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Questions about Harold
Is Harold Sasnowitz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Harold holds no broker registration, and BCR Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Harold charge for financial advice?
Harold charges a percentage of assets.
Where is Harold Sasnowitz based?
Harold Sasnowitz is based in Clifton, New Jersey.
What does Harold specialize in?
Harold's specialties include retirement planning. Harold works with founders, physicians, high earners, mid-life transitions and divorced individuals.
What credentials does Harold Sasnowitz hold?
Harold Sasnowitz holds the CFP credential.
Is Harold Sasnowitz registered with the SEC?
Yes. Harold Sasnowitz is registered as an investment adviser representative in AL and NJ (CRD 5313969), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does BCR Wealth Strategies manage?
BCR Wealth Strategies reports $528.1M across 1,219 accounts in assets under management.
How do I contact Harold Sasnowitz?
Through Harold's website, www.bcrwealth.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
- BCR Wealth Strategies 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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