Firm
ESD Advisory Services
South Orange, New Jersey
Fee-only
ESD Advisory Services 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 23 individual clients.
- Its average account is about $1.8 million (assets it manages divided by its 23 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | South Orange, New Jersey |
|---|---|
| Phone | (301) 907-7774 |
ESD Advisory Services fees
ESD Advisory Services 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 | $42 million |
| Individual clients | 23 |
| Accounts managed | 23 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-17591) |
| Financial planning | Offered |
| Form ADV filed | November 15, 2024 |
| SEC record | CRD 104927 |
Advisors at this firm (1)
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