John Zeltmann
S.F. Ehrlich Associates, Inc. · Cranford, New Jersey
John Zeltmann is a fee-only financial advisor at S.F. Ehrlich Associates, Inc. in Cranford, New Jersey, who holds the CFA and CFP credentials. John charges a percentage of assets and a one-time planning fee (1% a year on the first tier of assets managed).
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Facts
| Firm | S.F. Ehrlich Associates, Inc. |
|---|---|
| Based in | Cranford, New Jersey |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Assets under management | $185.8M across 385 accounts |
| Credentials | CFA · CFP |
| SEC registration | Investment adviser representative in NJ, TX · CRD 5621804 |
| Exams passed | Series 65 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sfehrlich.com |
How John's firm compares
- S.F. Ehrlich Associates, Inc.'s average account is about $483,000, from its Form ADV (assets managed divided by 385 accounts).
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Questions about John
Is John Zeltmann a fee-only financial advisor?
Yes. John Zeltmann is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.
How does John charge for financial advice?
John charges a percentage of assets and a one-time planning fee.
How much does John charge?
According to S.F. Ehrlich Associates, Inc.'s website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Where is John Zeltmann based?
John Zeltmann is based in Cranford, New Jersey.
What credentials does John Zeltmann hold?
John Zeltmann holds the CFA and CFP credentials.
Is John Zeltmann registered with the SEC?
Yes. John Zeltmann is registered as an investment adviser representative in NJ and TX (CRD 5621804), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does S.F. Ehrlich Associates, Inc. manage?
S.F. Ehrlich Associates, Inc. reports $185.8M across 385 accounts in assets under management.
How do I contact John Zeltmann?
Through John's website, sfehrlich.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cranford
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- S.F. Ehrlich Associates, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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