Firm
Calrivan Wealth Management
Randolph, New Jersey
Fee-only
Calrivan 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 8 individual clients, 4 of them high net worth.
- Its average account is about $229,000 (assets it manages divided by its 17 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Randolph, New Jersey |
|---|---|
| Website | calrivan.com |
| Phone | (862) 203-6122 |
Calrivan 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.
| Account minimum | None |
|---|---|
| How it charges | Hourly |
In the firm's words
"we are proud to have no asset minimums for our services" source
"hourly consultation services are available" 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 | $4 million |
| Individual clients | 4 |
| High-net-worth clients | 4 |
| Accounts managed | 17 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 14, 2026 |
| SEC record | CRD 333711 |
Advisors at this firm (1)
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