Firm
Lasting Wealth Principles
Freehold, New Jersey
Fee-only
Lasting Wealth Principles at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Freehold, New Jersey |
|---|---|
| [email protected] | |
| Phone | (732) 995-5538 |
Lasting Wealth Principles fees
Lasting Wealth Principles 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 |
|---|---|
| Individual clients | 0 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 307246 |
Advisors at this firm (1)
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