Jenny Elstein
Talisman Wealth Advisors · Mountainside, New Jersey
Jenny Elstein is a fee-only financial advisor at Talisman Wealth Advisors in Mountainside, New Jersey. Jenny charges an ongoing planning fee and focuses on small business owners, founders (pre-exit) and retirement planning.
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Specialties
Who they serve
- Founders
- Pre-retirees
Facts
| Firm | Talisman Wealth Advisors |
|---|---|
| Based in | Mountainside, New Jersey |
| Fee model | Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $251.3M across 557 accounts |
| SEC registration | Investment adviser representative in NC · CRD 3055649 |
| Exams passed | Series 63 (2020) · Series 65 (2004) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.talismanwealthadvisors.com |
| Profile |
How Jenny's firm compares
- Talisman Wealth Advisors's average account is about $451,000, from its Form ADV (assets managed divided by 557 accounts).
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Questions about Jenny
Is Jenny Elstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jenny holds no broker registration, and Talisman Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jenny charge for financial advice?
Jenny charges an ongoing planning fee.
Where is Jenny Elstein based?
Jenny Elstein is based in Mountainside, New Jersey.
What does Jenny specialize in?
Jenny's specialties include small business owners, founders (pre-exit) and retirement planning. Jenny works with founders and pre-retirees.
Is Jenny Elstein registered with the SEC?
Yes. Jenny Elstein is registered as an investment adviser representative in NC (CRD 3055649), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Talisman Wealth Advisors manage?
Talisman Wealth Advisors reports $251.3M across 557 accounts in assets under management.
How do I contact Jenny Elstein?
Through Jenny's website, www.talismanwealthadvisors.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
- Talisman Wealth 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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