Withum Wealth Management

Withum Wealth Management at a glance

• One of 217 fee-only firms based in New Jersey in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 13 employees and 755 individual clients, 688 of them high net worth.
• Its average account is about $1.2 million (assets it manages divided by its 1,956 accounts).

Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey

Facts

Withum Wealth Management fees

Withum Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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

Advisors at this firm (2)

• Daniel Evans

  CFP

• Sean Severson

  CFP · CFA

Other fee-only firms in Red Bank

• Zynergy Retirement Planning
• Atlas Private Wealth Advisors
• Buttfield & Associates
• H&s Tax and Wealth Advisors
• Lighthouse Financial Advisors, Inc.
• RDM Capital
• Salvus Wealth Management
• Stembrook Asset Management

Fee-only advisors in New Jersey