Firm
S.F. Ehrlich Associates, Inc.
Cranford, New Jersey
Fee-only
S.F. Ehrlich Associates, Inc. at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 117 individual clients, 55 of them high net worth.
- Its average account is about $483,000 (assets it manages divided by its 385 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Cranford, New Jersey |
|---|---|
| Website | sfehrlich.com |
| [email protected] | |
| Phone | (908) 789-1100 |
S.F. Ehrlich Associates, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"1.00% on the first $1,000,000 of assets under management" source
"1.00% on the first $1,000,000 of assets under management" source
"We may also provide financial planning or consulting services on a separate fixed-fee basis, depending on the scope of the engagement." source
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 | $186 million |
| Individual clients | 62 |
| High-net-worth clients | 55 |
| Accounts managed | 385 |
| Employees | 2 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-113687) |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 121356 |