Baron Financial Group, LLC

Baron Financial Group, LLC at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 4 advisors are listed here; 2 of 4 hold the ChFC.
• Its Form ADV reports 9 employees and 306 individual clients, 106 of them high net worth.
• Its average account is about $408,000 (assets it manages divided by its 905 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Baron Financial Group, LLC fees

Baron Financial Group, LLC 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

Advisors at this firm (4)

• Anthony Benante

  CFA · CFP · ChFC

• Aryeh Rogoff

• James Suazo

  ChFC

• Victor Cannillo

Other fee-only firms in Morristown

• Keller Wealth Management
• Kiely Capital Management, Inc.
• Lavish Financial Planning
• Runnymede Capital Management

Fee-only advisors in New Jersey