Firm
Green Ridge Wealth Planning
Montville, New Jersey
Fee-only
Green Ridge Wealth Planning at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 5 advisors are listed here; 1 of 5 hold the CFP.
- Its Form ADV reports 11 employees and 283 individual clients, 103 of them high net worth.
- Its average account is about $430,000 (assets it manages divided by its 907 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Montville, New Jersey |
|---|---|
| Website | grwealthplan.com |
| Phone | (973) 554-1770 |
Green Ridge Wealth Planning fees
Green Ridge Wealth Planning 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 · Fixed fees |
|---|---|
| Assets managed | $390 million |
| Individual clients | 180 |
| High-net-worth clients | 103 |
| Accounts managed | 907 |
| Employees | 11 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-121386) |
| Financial planning | Offered |
| Form ADV filed | September 22, 2026 |
| SEC record | CRD 304236 |