Firm
Villafranco Wealth Management
Cresskill, New Jersey
Fee-only
Villafranco Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 4 employees and 72 individual clients, 26 of them high net worth.
- Its average account is about $2.5 million (assets it manages divided by its 122 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Cresskill, New Jersey |
|---|---|
| Phone | (201) 376-1507 |
Villafranco Wealth Management fees
Villafranco Wealth Management 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 | $299 million |
| Individual clients | 46 |
| High-net-worth clients | 26 |
| Accounts managed | 122 |
| Employees | 4 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-57412) |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 110371 |
Advisors at this firm (1)
Other fee-only firms in New Jersey
- Virtus Wealth Solutions · Cranford
- Vision Retirement · Ridgewood
- Viso Wealth Management LLC · Moorestown
- Volpe Investments · Cranford
- Waterstone Wealth Advisors LLC · Somerset
- Wealthness · Boonton
- Webb Financial Planning · Haddon Heights
- Weingarten Associates, LLC · Lawrenceville