Firm
Talisman Wealth Advisors
Mountainside, New Jersey
Fee-only
Talisman Wealth Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 4 employees and 141 individual clients, 68 of them high net worth.
- Its average account is about $451,000 (assets it manages divided by its 557 accounts).
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Mountainside, New Jersey |
|---|---|
| Website | talismanwealthadvisors.com |
| Phone | (908) 519-8120 |
Talisman Wealth Advisors fees
Talisman Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. 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 | $251 million |
| Individual clients | 73 |
| High-net-worth clients | 68 |
| Accounts managed | 557 |
| Employees | 4 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-120785) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 313283 |