Johnathon Rosica
Alliance Wealth Management Group · Flemington, New Jersey
Johnathon Rosica is a fee-only financial advisor at Alliance Wealth Management Group in Flemington, New Jersey. Alliance Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Retirees
- Pre-retirees
- Executives
- Founders
Facts
| Firm | Alliance Wealth Management Group |
|---|---|
| Based in | Flemington, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $517.4M across 1,211 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7021470 |
| Exams passed | Series 65 (2018) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.alliancewmg.com |
| Profile |
How Johnathon's firm compares
- Alliance Wealth Management Group's average account is about $427,000, from its Form ADV (assets managed divided by 1,211 accounts).
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Questions about Johnathon
Is Johnathon Rosica a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Johnathon holds no broker registration, and Alliance Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Johnathon charge for financial advice?
Johnathon's firm, Alliance Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Johnathon Rosica based?
Johnathon Rosica is based in Flemington, New Jersey.
Is Johnathon Rosica registered with the SEC?
Yes. Johnathon Rosica is registered as an investment adviser representative in NJ (CRD 7021470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Alliance Wealth Management Group manage?
Alliance Wealth Management Group reports $517.4M across 1,211 accounts in assets under management.
How do I contact Johnathon Rosica?
Through Johnathon's website, www.alliancewmg.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
- Alliance Wealth Management Group 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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