# Jeffrey Waters

> Jeffrey Waters is a fee-only financial advisor at OFC Wealth Management in Short Hills, New Jersey, who holds the CFP credential. Jeffrey focuses on retirement planning and tax planning. OFC Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** OFC Wealth Management
- **Based in:** Short Hills, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $182.8M across 369 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **CRD:** 1581068 (https://adviserinfo.sec.gov/individual/summary/1581068)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 63 (1986), Series 65 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.ofcwealth.com/

## Frequently asked questions

### Is Jeffrey Waters a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, OFC Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jeffrey Waters based?

Jeffrey Waters is based in Short Hills, New Jersey.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning and tax planning.

### What credentials does Jeffrey Waters hold?

Jeffrey Waters holds the CFP credential.

### Is Jeffrey Waters registered with the SEC?

Yes. Jeffrey Waters is registered as an investment adviser representative in NJ (CRD 1581068), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does OFC Wealth Management manage?

OFC Wealth Management reports $182.8M across 369 accounts in assets under management.

### How do I contact Jeffrey Waters?

Through Jeffrey's website, www.ofcwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1581068): 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.ofcwealth.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.