Firm
Tucker Wealth Advisory
Westfield, New Jersey
Fee-only
Tucker Wealth Advisory at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Westfield, New Jersey |
|---|---|
| Website | tuckerwealthadvisory.com |
| [email protected] | |
| Phone | (908) 569-8660 |
Tucker Wealth Advisory fees
Tucker Wealth Advisory 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 | Hourly · Fixed fees |
|---|---|
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 10, 2026 |
| SEC record | CRD 329354 |