Firm
AMD Wealth Management
Northfield, New Jersey
Fee-only
AMD Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $59,000 (assets it manages divided by its 10 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Northfield, New Jersey |
|---|---|
| Website | amdwealth.com |
| Phone | (609) 288-2379 |
AMD 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.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 0.99% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Initial Financial Plan - Starting at $500" source
"$0-$1,000,000 0.99%" source
"Ongoing Wealth Management AUM Fee Schedule" source
"Initial Financial Plan - Starting at $500" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 6 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 339633 |