Firm
ICN Holding
Freehold, New Jersey
Fee-only
ICN Holding 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 6 employees and 796 individual clients, 8 of them high net worth.
- Its average account is about $45,000 (assets it manages divided by its 797 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Freehold, New Jersey |
|---|---|
| Website | usicn.com |
| [email protected] | |
| Phone | (732) 414-1910 |
ICN Holding fees
ICN Holding 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 · Performance-based fees |
|---|---|
| Assets managed | $36 million |
| Individual clients | 788 |
| High-net-worth clients | 8 |
| Accounts managed | 797 |
| Employees | 6 |
| Planning clients | 251-500 |
| Financial planning | Offered |
| Form ADV filed | February 3, 2026 |
| SEC record | CRD 125761 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Independence Wealth · Voorhees
- Integrated Asset Management · Wall
- Ironbound Advisory · Newark
- Jantorno Financial Advisors · Princeton
- Jersey Shore Financial Advisors, LLC · Princeton
- Jersey Shore Portfolio Management · Point Pleasant
- Julius Wealth Advisors · Englewood Cliffs
- KAI Advisors · Princeton Jct