Firm
Tilson Financial Group
New Providence, New Jersey
Fee-only
Tilson Financial Group at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 7 advisors are listed here; 6 of 7 hold the CFP.
- Its Form ADV reports 9 employees and 410 individual clients, 180 of them high net worth.
- Its average account is about $428,000 (assets it manages divided by its 1,755 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | New Providence, New Jersey |
|---|---|
| Website | login.bdreporting.com/auth/tilson/signin |
| Phone | (908) 561-6203 |
Tilson Financial Group fees
Tilson Financial Group 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 | $751 million |
| Individual clients | 230 |
| High-net-worth clients | 180 |
| Accounts managed | 1,755 |
| Employees | 9 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-64633) |
| Financial planning | Offered |
| Form ADV filed | October 19, 2026 |
| SEC record | CRD 110890 |
Advisors at this firm (7)
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