Firm
PortSalus Wealth Management
Metuchen, New Jersey
Fee-only
PortSalus Wealth Management 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 58 individual clients, 21 of them high net worth.
- Its average account is about $226,000 (assets it manages divided by its 259 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Metuchen, New Jersey |
|---|---|
| Website | portsalus.com |
| [email protected] | |
| Phone | (732) 226-3113 |
PortSalus Wealth Management fees
PortSalus Wealth Management 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 | $58 million |
| Individual clients | 37 |
| High-net-worth clients | 21 |
| Accounts managed | 259 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | August 25, 2026 |
| SEC record | CRD 327857 |
Advisors at this firm (2)
Other fee-only firms in New Jersey
- Premier Financial Planning, Inc. · Princeton
- Prestige Wealth Management Group · Flemington
- Private Client Group Asset Management · Gladstone
- Purple DOG Investments · Springfield
- Purpose Built Financial Services, LLC · Moorestown
- Q Capital Solutions · Sea Girt
- Quaker Wealth Management · Moorestown
- RDM Capital · Red Bank