Firm
Oliver Luxxe Assets
Gladstone, New Jersey
Fee-only
Oliver Luxxe Assets at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 4 advisors are listed here; 1 of 4 hold the CFP.
- Its Form ADV reports 9 employees and 441 individual clients, 351 of them high net worth.
- Its average account is about $588,000 (assets it manages divided by its 1,704 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Gladstone, New Jersey |
|---|---|
| Website | oliverluxxe.com |
| Phone | (908) 741-4884 |
Oliver Luxxe Assets fees
Oliver Luxxe Assets 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 | $1.0 billion |
| Individual clients | 90 |
| High-net-worth clients | 351 |
| Accounts managed | 1,704 |
| Employees | 9 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-78786) |
| Financial planning | Offered |
| Form ADV filed | August 19, 2026 |
| SEC record | CRD 169588 |
Advisors at this firm (4)
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