Firm
Friedenthal Financial
Marlton, New Jersey
Fee-only
Friedenthal Financial 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 CFA.
- Its Form ADV reports 4 employees and 190 individual clients, 68 of them high net worth.
- Its average account is about $366,000 (assets it manages divided by its 536 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 | Marlton, New Jersey |
|---|---|
| Website | friedenthalfinancial.com |
| [email protected] | |
| Phone | (856) 210-6494 |
Friedenthal Financial 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.
| One-time plan | From $500 |
|---|---|
| Asset-based fee | 0.9% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"First $1,000,000 0.90%" source
"We charge a $500 fee for this service. Reach out to start yours below." source
"Annual Rate, quarterly billing, in arrears based on the Average Daily Balance" source
"We charge a $500 fee for this service. Reach out to start yours below." 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 · Hourly |
|---|---|
| Assets managed | $196 million |
| Individual clients | 122 |
| High-net-worth clients | 68 |
| Accounts managed | 536 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-78622) |
| Financial planning | Offered |
| Form ADV filed | August 12, 2026 |
| SEC record | CRD 150457 |
Advisors at this firm (4)
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