Firm
Basalt Wealth
Plainsboro, New Jersey
Fee-only
Basalt Wealth at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 14 individual clients.
- Its average account is about $36,000 (assets it manages divided by its 14 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Plainsboro, New Jersey |
|---|---|
| Phone | (405) 996-0168 |
Basalt Wealth fees
Basalt Wealth 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 · Performance-based fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 14 |
| Accounts managed | 14 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | January 4, 2026 |
| SEC record | CRD 333045 |
Advisors at this firm (2)
Other fee-only firms in New Jersey
- Beacon Hill Private Wealth · Summit
- Berunda Capital Management · Princeton
- Breakwater Capital Group · Paramus
- Buttfield & Associates · Red Bank
- Calrivan Wealth Management · Randolph
- Capital Gains Advisory · Township Of Washington
- Cenacle Partners · Mahwah
- Chatham Wealth Management · Chatham