H&s Tax and Wealth Advisors

H&s Tax and Wealth Advisors at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 3 advisors are listed here; 1 of 3 hold the CFP.
• Its Form ADV reports 3 employees and 83 individual clients, 19 of them high net worth.
• Its average account is about $385,000 (assets it manages divided by its 176 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

H&s Tax and Wealth Advisors fees

H&s Tax and Wealth Advisors 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

Advisors at this firm (3)

• Charles Harris

• Gregory Shaw

  CFP

• Linda Ialacci

Other fee-only firms in Red Bank

• Lighthouse Financial Advisors, Inc.
• RDM Capital
• Salvus Wealth Management
• Stembrook Asset Management
• VAP Wealth Advisors
• Withum Wealth Management
• Zynergy Retirement Planning
• Atlas Private Wealth Advisors

Fee-only advisors in New Jersey