Firm
Rewey Asset Management
Spring Lake, New Jersey
Fee-only
Rewey Asset Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 25 individual clients, 4 of them high net worth.
- Its average account is about $1.3 million (assets it manages divided by its 58 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Spring Lake, New Jersey |
|---|---|
| Website | reweyassetmanagement.com |
| Phone | (917) 306-0384 |
Rewey Asset Management fees
Rewey Asset 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 · Hourly |
|---|---|
| Assets managed | $76 million |
| Individual clients | 21 |
| High-net-worth clients | 4 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 316640 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Ridgewood Investments · Springfield
- Rimac Capital · Bayonne
- Roche Financial Partners · Hopewell
- RockCrest Financial · Somers Point
- Runnymede Capital Management · Morristown
- S & a Financial Strategies & Services · Cherry Hill
- S & A Financial Strategies and Services, LLC · Cherry Hill
- S.F. Ehrlich Associates, Inc. · Cranford