Firm
Vassos Investments
Mount Laurel, New Jersey
Fee-only
Vassos Investments at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 21 individual clients, 8 of them high net worth.
- Its average account is about $373,000 (assets it manages divided by its 62 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Mount Laurel, New Jersey |
|---|---|
| Phone | (856) 273-1952 |
Vassos Investments fees
Vassos Investments 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 |
|---|---|
| Assets managed | $23 million |
| Individual clients | 13 |
| High-net-worth clients | 8 |
| Accounts managed | 62 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 25, 2026 |
| SEC record | CRD 293781 |
Advisors at this firm (2)
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