Firm
Penta Capital Strategies
Livingston, New Jersey
Fee-only
Penta Capital Strategies 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 1 employee and 4 individual clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Livingston, New Jersey |
|---|---|
| Website | pentastrategies.com |
| [email protected] | |
| Phone | (862) 262-8520 |
Penta Capital Strategies fees
Penta Capital Strategies 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 · Performance-based fees |
|---|---|
| Assets managed | $0 million |
| Individual clients | 4 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | April 1, 2026 |
| SEC record | CRD 284791 |
Advisors at this firm (1)
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