Thomas Mullooly
Mullooly Asset Management, Inc. · Wall Township, New Jersey
Thomas Mullooly is a fee-only financial advisor at Mullooly Asset Management, Inc. in Wall Township, New Jersey, who holds the CFP credential. Thomas charges a percentage of assets and an ongoing planning fee (ongoing planning from $2,400 a year and 1% a year on the first tier of assets managed) and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Mullooly Asset Management, Inc. |
|---|---|
| Based in | Wall Township, New Jersey |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,400 a year · 1% a year on the first tier of assets managed · A $250,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $455.6M across 1,327 accounts |
| Credentials | CFP |
| Firm size | 4 employees |
| Website | mullooly.net |
| Profile |
How Thomas's firm compares
- Ongoing planning starts at $2,400 a year, below the New Jersey median of $7,450 for fee-only firms that publish prices.
- Mullooly Asset Management, Inc.'s average account is about $343,000, from its Form ADV (assets managed divided by 1,327 accounts).
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Questions about Thomas
Is Thomas Mullooly a fee-only financial advisor?
Yes. Thomas Mullooly is listed in the NAPFA directory (NAPFA admits only fee-only advisors).
How does Thomas charge for financial advice?
Thomas charges a percentage of assets and an ongoing planning fee.
How much does Thomas charge?
According to Mullooly Asset Management, Inc.'s website, checked October 28, 2026: ongoing planning from $2,400 a year; 1% a year on the first tier of assets managed; a $250,000 asset minimum.
Where is Thomas Mullooly based?
Thomas Mullooly is based in Wall Township, New Jersey.
What does Thomas specialize in?
Thomas's specialties include retirement planning and estate & legacy planning. Thomas works with retirees and pre-retirees.
What credentials does Thomas Mullooly hold?
Thomas Mullooly holds the CFP credential.
How much does Mullooly Asset Management, Inc. manage?
Mullooly Asset Management, Inc. reports $455.6M across 1,327 accounts in assets under management.
How do I contact Thomas Mullooly?
Through Thomas's website, mullooly.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wall Township
Other advisors in New Jersey who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Mullooly Asset Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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