Firm
The Investment Connection
Bridgewater, New Jersey
Fee-only
The Investment Connection 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 132 individual clients, 46 of them high net worth.
- Its average account is about $290,000 (assets it manages divided by its 375 accounts).
- Its ongoing planning fee starts at $2,400 a year, below the New Jersey median of $7,450.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Bridgewater, New Jersey |
|---|---|
| Website | theinvestmentconnection.com |
| [email protected] | |
| Phone | (908) 595-2220 |
The Investment Connection 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.
| Ongoing planning | From $2,400 a year |
|---|---|
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$200 per month + $600 upfront" source
"0.5% – 0.75%" source
"$500,000 minimum portfolio size" source
"Asset Based Fee 0.5% – 0.75% Fees depend on portfolio strategy and size" 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 | $109 million |
| Individual clients | 86 |
| High-net-worth clients | 46 |
| Accounts managed | 375 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 171533 |
Advisors at this firm (2)
Other fee-only firms in New Jersey
- The Private Client Advisory Group · Manasquan
- Tilson Financial Group · New Providence
- Tomoro · Colts Neck
- Tranquilli Financial Advisor · Clinton
- True North Financial Services, LLC · Port Murray
- Truvine Financial · Moorestown
- Tucker Wealth Advisory · Westfield
- VAP Wealth Advisors · Red Bank