Paul Esposito
Prestige Wealth Management Group · Flemington, New Jersey
Paul Esposito is a fee-only financial advisor at Prestige Wealth Management Group in Flemington, New Jersey, who holds the CFP and CFA credentials. Paul focuses on equity compensation, pension planning and physicians & residents. Prestige Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
- Physicians
- Retirees
- Pre-retirees
Facts
| Firm | Prestige Wealth Management Group |
|---|---|
| Based in | Flemington, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $666.4M across 1,366 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in NJ · CRD 4843860 |
| Exams passed | Series 63 (2004) · Series 66 (2007) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | www.prestigewmg.com |
| Profile |
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Questions about Paul
Is Paul Esposito a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Prestige Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Prestige Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Esposito based?
Paul Esposito is based in Flemington, New Jersey.
What does Paul specialize in?
Paul's specialties include equity compensation, pension planning, physicians & residents, small business owners, retirement planning and estate & legacy planning. Paul works with executives, founders, physicians, retirees and pre-retirees.
What credentials does Paul Esposito hold?
Paul Esposito holds the CFP and CFA credentials.
Is Paul Esposito registered with the SEC?
Yes. Paul Esposito is registered as an investment adviser representative in NJ (CRD 4843860), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Prestige Wealth Management Group manage?
Prestige Wealth Management Group reports $666.4M across 1,366 accounts in assets under management.
How do I contact Paul Esposito?
Through Paul's website, www.prestigewmg.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
- Prestige 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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