Maria Garyfallos
Tepp Wealth Management · Westfield, New Jersey
Maria Garyfallos is a fee-only financial advisor at Tepp Wealth Management in Westfield, New Jersey. Maria focuses on estate & legacy planning, tax planning and retirement planning. Tepp Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Executives
Facts
| Firm | Tepp Wealth Management |
|---|---|
| Based in | Westfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $195.7M across 150 accounts |
| SEC registration | Investment adviser representative in NJ, NY · CRD 7625224 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.teppwealth.com |
How Maria's firm compares
- Tepp Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 150 accounts).
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Questions about Maria
Is Maria Garyfallos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maria holds no broker registration, and Tepp Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maria charge for financial advice?
Maria's firm, Tepp Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Maria Garyfallos based?
Maria Garyfallos is based in Westfield, New Jersey.
What does Maria specialize in?
Maria's specialties include estate & legacy planning, tax planning and retirement planning. Maria works with retirees, pre-retirees and executives.
Is Maria Garyfallos registered with the SEC?
Yes. Maria Garyfallos is registered as an investment adviser representative in NJ and NY (CRD 7625224), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Tepp Wealth Management manage?
Tepp Wealth Management reports $195.7M across 150 accounts in assets under management.
How do I contact Maria Garyfallos?
Through Maria's website, www.teppwealth.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
- Tepp 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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