Jeffrey Waters
OFC Wealth Management · Short Hills, New Jersey
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.
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Specialties
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 | $182.8M across 369 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 1581068 |
| Exams passed | Series 63 (1986) · Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.ofcwealth.com |
| Profile |
How Jeffrey's firm compares
- OFC Wealth Management's average account is about $495,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Jeffrey
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Short Hills
Other advisors in New Jersey who focus on retirement planning
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
- OFC 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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