Firm
3i Wealth Management
Fairfield, New Jersey
Fee-only
3i Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 109 individual clients, 9 of them high net worth.
- Its average account is about $281,000 (assets it manages divided by its 101 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Fairfield, New Jersey |
|---|---|
| Website | 3iwealthmanagement.com |
| [email protected] | |
| Phone | (973) 600-9481 |
3i Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"charging 1% of the total assets under management." source
"charging 1% of the total assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 100 |
| High-net-worth clients | 9 |
| Accounts managed | 101 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | August 27, 2026 |
| SEC record | CRD 310590 |