Firm
Asset Advisory Group
Kinnelon, New Jersey
Fee-only
Asset Advisory Group at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 5 employees and 171 individual clients, 86 of them high net worth.
- Its average account is about $758,000 (assets it manages divided by its 633 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Kinnelon, New Jersey |
|---|---|
| Website | assetadvisorygroup.com |
| Phone | (973) 492-0808 |
Asset Advisory Group fees
Asset Advisory Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $480 million |
| Individual clients | 85 |
| High-net-worth clients | 86 |
| Accounts managed | 633 |
| Employees | 5 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-46343) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 106618 |
Advisors at this firm (2)
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