Halberstadt Financial Consultants, Inc.

Halberstadt Financial Consultants, Inc. at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 3 advisors are listed here; 2 of 3 hold the CFP.
• Its Form ADV reports 5 employees and 157 individual clients, 68 of them high net worth.
• Its average account is about $549,000 (assets it manages divided by its 337 accounts).

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

Facts

Halberstadt Financial Consultants, Inc. fees

Halberstadt Financial Consultants, Inc. 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)

• Daniel Walter

  CFP

• David Walter

  CFP · CPA/PFS

• Jeremiah Walter

Other fee-only firms in Princeton

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• Jersey Shore Financial Advisors, LLC
• KDT Advisors
• Northwest Criterion Asset Management
• Novi Wealth Partners
• Premier Financial Planning, Inc.
• RETIRE SMART Consulting, LLC
• Sabadoodle

Fee-only advisors in New Jersey