Firm
Liftpoint Family Wealth Advisors
Far Hills, New Jersey
Fee-only
Liftpoint Family Wealth Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 61 individual clients, 45 of them high net worth.
- Its average account is about $688,000 (assets it manages divided by its 273 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Far Hills, New Jersey |
|---|---|
| Phone | (862) 412-8862 |
Liftpoint Family Wealth Advisors fees
Liftpoint Family 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
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $188 million |
| Individual clients | 16 |
| High-net-worth clients | 45 |
| Accounts managed | 273 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-134279) |
| Financial planning | Offered |
| Form ADV filed | February 6, 2026 |
| SEC record | CRD 337973 |
Advisors at this firm (2)
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