Salvus Wealth Management

Salvus Wealth Management at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 8 advisors are listed here; 2 of 8 hold the CFP.
• Its Form ADV reports 7 employees and 195 individual clients, 125 of them high net worth.
• Its average account is about $374,000 (assets it manages divided by its 847 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Salvus Wealth Management fees

Salvus 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

Advisors at this firm (8)

• Aimee Jensen

• Charles Woolston

• Jeffrey Jacobs

• Peter Freidel

• Robert Joel

  CFP

• Robert O'Quinn

  CFP

• Sonja Elia

  ChFC

• William McNamara

Other fee-only firms in Red Bank

• Stembrook Asset Management
• VAP Wealth Advisors
• Withum Wealth Management
• Zynergy Retirement Planning
• Atlas Private Wealth Advisors
• Buttfield & Associates
• H&s Tax and Wealth Advisors
• Lighthouse Financial Advisors, Inc.

Fee-only advisors in New Jersey