Firm
Mullooly Asset Management, Inc.
Wall Township, New Jersey
Fee-only
Mullooly Asset Management, 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 4 employees and 533 individual clients, 114 of them high net worth.
- Its average account is about $343,000 (assets it manages divided by its 1,327 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the New Jersey median of $7,450.
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Wall Township, New Jersey |
|---|---|
| Website | mullooly.net |
| [email protected] | |
| Phone | (732) 223-9000 |
Mullooly Asset Management, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,400 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $250,000 |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"the monthly subscription is $200 per month or $2,400 per year." source
"$250,000 – $399,999" source
"$2,000,000+" source
"$250,000 – $399,999" source
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 | $456 million |
| Individual clients | 419 |
| High-net-worth clients | 114 |
| Accounts managed | 1,327 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-96189) |
| Financial planning | Offered |
| Form ADV filed | February 23, 2026 |
| SEC record | CRD 121184 |
Advisors at this firm (3)
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