Stephen Esposito
Accretive Wealth Partners · Parsippany, New Jersey
Stephen Esposito is a fee-only financial advisor at Accretive Wealth Partners in Parsippany, New Jersey, who holds the CFP credential. Stephen charges a percentage of assets (ongoing planning from $5,000 a year and a $1,000,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Stephen →
Specialties
Facts
| Firm | Accretive Wealth Partners |
|---|---|
| Based in | Parsippany, New Jersey |
| Fee model | Percentage of assets |
| Fees (firm's website) | Ongoing planning from $5,000 a year · A $1,000,000 asset minimum |
| Assets under management | $504.5M across 704 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ · CRD 5568332 |
| Exams passed | Series 63 (2008) · Series 66 (2010) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.accretivewealthpartners.com |
| Profile |
How Stephen's firm compares
- Ongoing planning starts at $5,000 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- Accretive Wealth Partners's average account is about $717,000, from its Form ADV (assets managed divided by 704 accounts).
Request an introduction to Stephen
Tell Stephen a little about what you're looking for. Stephen isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Stephen
Is Stephen Esposito a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Accretive Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephen charge for financial advice?
Stephen charges a percentage of assets.
How much does Stephen charge?
According to Accretive Wealth Partners's website, checked October 30, 2026: ongoing planning from $5,000 a year; a $1,000,000 asset minimum.
Where is Stephen Esposito based?
Stephen Esposito is based in Parsippany, New Jersey.
What does Stephen specialize in?
Stephen's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Stephen Esposito hold?
Stephen Esposito holds the CFP credential.
Is Stephen Esposito registered with the SEC?
Yes. Stephen Esposito is registered as an investment adviser representative in NJ (CRD 5568332), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Accretive Wealth Partners manage?
Accretive Wealth Partners reports $504.5M across 704 accounts in assets under management.
How do I contact Stephen Esposito?
Through Stephen's website, www.accretivewealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Parsippany
Other advisors in New Jersey who focus on retirement planning
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
- Accretive Wealth Partners 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.
See something wrong? Request a correction. Read our methodology.