Firm
Navesink Advisors
Lincroft, New Jersey
Fee-only
Navesink Advisors 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 2 employees and 1 individual clients.
- Its average account is about $400,000 (assets it manages divided by its 1 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Lincroft, New Jersey |
|---|---|
| Website | panterandkelly.com |
| Phone | (732) 276-1451 |
Navesink Advisors fees
Navesink 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 |
|---|---|
| Assets managed | $0 million |
| Individual clients | 1 |
| Accounts managed | 1 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2025 |
| SEC record | CRD 117456 |
Advisors at this firm (1)
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