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Frederick Joseph Russell

Advisor at Moneco Advisors — Woodcliff Lake, NJ

Updated today

Credentials

ChFC®, Series 63, Series 65

Experience

50 years

Location

Woodcliff Lake, NJ 07677

Moneco Advisors logo

Moneco Advisors

Multi-team

Total advisors

49

Across 5 offices

Clients per advisor

57 Typical

Avg AUM per client

$801,091 Typical

HNW client ratio

27% High

About

Frederick Russell is a financial advisor at Moneco Advisors with 50 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes long tenures at Signator Investors, Inc. and Acorn Consulting Services, Inc. before joining Moneco Advisors. Moneco Advisors is a multi-team SEC-registered firm serving individual and high-net-worth clients with fee-based portfolio management, retirement plan consulting, and access to sponsored advisory programs. The firm employs a range of investment strategies using mutual funds, ETFs, equities, fixed income, options, and alternative products, supported by ongoing portfolio monitoring and tax-efficient trading techniques.

Client services

Based on Moneco Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers Third party sponsored programs

Expertise

Based on Moneco Advisors

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Moneco Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning flat fees generally range from $1,500 to $20,000. Retirement plan consulting one-time project fee up to $5,000; ongoing fees up to $25,000.

Percentage

$0+: Negotiable up to 2.00% annually $15,000+: OMP program: Up to 2.00% annually $50,000+: MWP program: Up to 2.00% annually $100,000+: MAS or MAN program: Up to 2.00% annually $250,000+: PWP program: Up to 2.00% annually

Commissions

Advisory representatives earn commissions on insurance products when implemented in their separate licensed capacity; they also earn commissions in their role as LPL broker-dealer registered representatives for brokerage accounts.

Project-based

Financial planning consulting hourly fees up to $350/hour.

Other

Account minimum: $10,000 Fee-only: Financial planning services charged hourly up to $350/hour or flat fees generally ranging from $1,500 to $20,000.

Location

See office

Woodcliff Lake, NJ

50 Tice Blvd, Suite 340

Woodcliff Lake NJ 07677

Advisors at this office

1

Most active in

New Jersey

Work history

50 years of industry experience

MONECO Advisors dba Acorn Consulting

2022 - Present • 4 years

Fairfield, CT

Royal Alliance Associates, INC.

2018 - 2020 • 2 years

Paramus, NJ

Acorn Consulting Services, Inc.

1995 - 2022 • 27 years

Paramus, NJ

Signator Investors, inc.

1976 - 2018 • 42 years

Boston, MA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Zachary S

Series 63, Series 65

Cresskill, NJ

IRON Financial LLC

Zachary Sirota is a financial advisor at IRON Financial LLC with five years of industry experience. He previously worked at CAMPAIGN Capital LLC and B. Riley Securities, Inc., and has credentials including Series 63 and Series 65 licenses. IRON Financial LLC provides discretionary portfolio management and financial planning services to individuals, trusts, charities, corporations, and pooled investment vehicles. The firm manages approximately $472 million in assets, employing a combination of fundamental, technical, and quantitative analysis across various equity, fixed-income, and multi-asset strategies.

Concentrated stock management Private / alternative investments Founder/Business Owner Executive

Robert T

CFP®, Series 7, Series 63

Saddlebrook, NJ

Stirlingshire Investments

Robert Troyano is a CFP® with over 33 years of experience in financial advisory and accounting. He is currently with Stirlingshire Investments and has held prior roles at Grove Point Investments, RMT Wealth Management, H. Beck, and Edwards & Troyano. In addition to his advisory work, he owns an accounting practice and is involved in life and health insurance sales. Stirlingshire Investments provides discretionary portfolio management to individuals, trusts, and various entities, serving both non‑high-net-worth and high-net-worth clients. The firm utilizes multiple methods of analysis and offers a broad range of investment types, including model strategies available through the Advyzon marketplace.

Options & derivatives strategies Active portfolio management Private / alternative investments Roth conversion strategy

Richard D

AIF®, ChFC®, CRPC®

Paramus, NJ

LPL Financial

Richard Dragotta is a financial advisor at LPL Financial with 34 years of industry experience. multiple securities licenses and industry designations and has worked at LPL Financial since 2003, Dragotta serves as a FINRA arbitrator in a non-public capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research, model portfolios, and technology-driven strategies.

Wealth management Retirement income strategy General estate planning guidance Trust structures (GRAT, IDGT, revocable) Retirement withdrawal strategies Retired Executive Founder/Business Owner Baby Boomers (Born 1946-1964) Approaching retirement Gen X (Born 1965-1980) Gen Y/Millennials (Born 1980-1995)
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John W

CFP®, Series 66

Yonkers, NY

Wieder Financial Corp.

John Wieder is a CFP® and holds a Series 66 license. He is the sole advisor at Wieder Financial Corp. with one year of industry experience. Wieder is also a licensed attorney in New York and owns a title insurance business. He has worked at Nationwide Settlements Solutions since 2008. Wieder Financial Corp. is an independent, state-registered advisory firm serving individual clients through a co-advisory arrangement with a third-party money manager. The firm focuses on broad-based asset categories using funds-of-funds, mutual funds, and ETFs, while portfolio management and trading are handled by the selected money manager.

Wealth management Passive / index investing General retirement planning
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Stephanie B

Series 65

Oakland, NJ

Stargazer Financial Planning

Stephanie Burke is the owner of Stargazer Financial Planning and holds a Series 65 designation. She has seven years of experience at Brigade Capital Management and currently works in an operations role at HIGHLAND Financial Advisors, LLC while pursuing CFP certification. Stargazer Financial Planning is a fee-only, advice-only practice providing hourly financial planning services to individuals, families, and small business owners. The firm follows a passive, indexing-oriented investment approach and emphasizes client education, behavioral finance, and on-demand planning without taking custody of client assets.

Passive / index investing Founder/Business Owner
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Hubert P

Series 63

Upper Saddle River, NJ

Wavelet Advisors

Hubert Parzecki is a financial advisor at Wavelet Advisors with over 20 years of industry experience, including roles at Lazard Asset Management and Rothschild & Co Asset Management. He holds the Series 63 designation. Parzecki has adjunct teaching experience in addition to his advisory work. Wavelet Advisors is an independent, single-advisor firm providing fee-based, discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tactical allocation strategy grounded in fundamental analysis and offers institutional and business client services uncommon for a boutique practice.

Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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