Terrance McGuire
Ridgewood Investments · Springfield, New Jersey
Terrance McGuire is a fee-only financial advisor at Ridgewood Investments in Springfield, New Jersey. Terrance focuses on retirement planning, estate & legacy planning and family wealth transfer. Ridgewood Investments reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Multi-generational families
Facts
| Firm | Ridgewood Investments |
|---|---|
| Based in | Springfield, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $419.2M across 576 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 6102706 |
| Exams passed | Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.ridgewoodinvestments.com |
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Questions about Terrance
Is Terrance McGuire a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terrance holds no broker registration, and Ridgewood Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terrance charge for financial advice?
Terrance's firm, Ridgewood Investments, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Terrance McGuire based?
Terrance McGuire is based in Springfield, New Jersey.
What does Terrance specialize in?
Terrance's specialties include retirement planning, estate & legacy planning and family wealth transfer. Terrance works with high earners and multi-generational families.
Is Terrance McGuire registered with the SEC?
Yes. Terrance McGuire is registered as an investment adviser representative in CA and TX (CRD 6102706), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ridgewood Investments manage?
Ridgewood Investments reports $419.2M across 576 accounts in assets under management.
How do I contact Terrance McGuire?
Through Terrance's website, www.ridgewoodinvestments.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
- Ridgewood Investments 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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