Firm
Strategic Family Wealth Counselors
Fairfield, New Jersey
Fee-only
Strategic Family Wealth Counselors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 4 advisors are listed here; 2 of 4 hold the CFP.
- Its Form ADV reports 14 employees and 300 individual clients, 150 of them high net worth.
- Its average account is about $461,000 (assets it manages divided by its 3,600 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Fairfield, New Jersey |
|---|---|
| Website | strategicfamilywealth.com |
| [email protected] | |
| Phone | (973) 575-3444 |
Strategic Family Wealth Counselors fees
Strategic Family Wealth Counselors 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 · Fixed fees |
|---|---|
| Assets managed | $1.7 billion |
| Individual clients | 150 |
| High-net-worth clients | 150 |
| Accounts managed | 3,600 |
| Employees | 14 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-69126) |
| Financial planning | Offered |
| Form ADV filed | October 9, 2026 |
| SEC record | CRD 128199 |