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Hongwei Liu

Advisor at Wealthcare Advisory Partners LLC — Hillsborough, NJ

Updated today

Credentials

CFP®, Series 66

Experience

6 years

Location

Hillsborough, NJ 08844

Wealthcare Advisory Partners LLC logo

Wealthcare Advisory Partners LLC

Multi-team

Total advisors

169

Across 86 offices

Clients per advisor

63 Typical

Avg AUM per client

$719,205 Typical

HNW client ratio

20% Typical

About

Hongwei Liu is a CFP® professional with six years of experience in financial advising, currently with Wealthcare Advisory Partners LLC. He has prior experience at Ni Advisors Inc and operates an accounting and tax services business as a CPA. He also serves as Vice President of Amerelite Financial Group LLC, a life and health insurance firm. Wealthcare Advisory Partners LLC provides investment advisory and financial planning services to a diverse client base including individuals, high-net-worth clients, trusts, estates, retirement plans, charitable organizations, and businesses. The firm uses a goals-based advisory approach that incorporates proprietary software and behavioral economics, combining quantitative metrics, fundamental analysis, and both passive and active investment strategies.

Client services

Based on Wealthcare Advisory Partners LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on Wealthcare Advisory Partners LLC

Private / alternative investments Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Wealthcare Advisory Partners LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees based on expected effort and duration for financial planning engagements.

Percentage

up to 1.85% annually (negotiable)

Commissions

Certain Advisory Persons receive commissions for securities and insurance sales in their separate capacity; these commissions are separate from WCAP advisory fees.

Project-based

$150 to $400 per hour for financial planning and consulting services.

Other

Fee-only: Financial planning and consulting fees range from $150 to $400 per hour; fixed fees based on expected effort and duration; ongoing fees up to $15,000 invoiced quarterly in advance; ongoing asset-based consulting fees up to 1% of assets consulted on, paid quarterly in advance.

Location

See office

Hillsborough, NJ

390 Amwell Rd, Suite 308

Hillsborough NJ 08844

Advisors at this office

1

Most active in

New Jersey

Work history

6 years of industry experience

Wealthcare Advisory Partners

2024 - Present • 2 years

Hillsborough, NJ

Ni Advisors Inc

2020 - 2024 • 4 years

Milpitas, CA

Hongwei Liu, CFP

2019 - 2024 • 5 years

Hillsborough, NJ

Hongwei Liu, CPA

2017 - Present • 9 years

Hillsborough, NJ

Amerelite Financial Group LLC

2016 - Present • 10 years

Hillsborough, NJ

Target Business Services Inc

2006 - 2024 • 18 years

Belle Mead, NJ

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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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Michael K

Series 63, Series 65

Princeton, NJ

Endowbridge Capital, LLC

Michael Karris is the sole advisor at EndowBridge Capital, LLC in Princeton, NJ, holding Series 63 and Series 65 designations with 10 years of industry experience. He has been with EndowBridge Capital since 2013. EndowBridge Capital provides discretionary investment management and sub-advisory services primarily to institutional and nonprofit clients such as endowments, foundations, and pension plans. The firm offers balanced growth and income strategies implemented through transparent, low-cost ETF portfolios guided by a modern endowment investment approach.

Passive / index investing Active portfolio management Wealth management Factor investing / smart beta Real estate investing Founder/Business Owner Values-based investing
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Michael B

Series 66, Series 65, Series 63

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds Series 66, Series 65, and Series 63 licenses and has previously worked at firms including LPL Enterprise LLC, Better Options LLC, Alight Financial, USAA Financial Advisors, and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals, families, trusts, estates, and small business owners. The firm offers integrated financial planning and investment management using both quantitative and qualitative analysis, managing diversified portfolios and options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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Jerrold T

Series 65

Highland Park, NJ

Parkview Capital Management

Jerrold Trub is a financial advisor at Parkview Capital Management with 19 years of industry experience. He holds a Series 65 designation and has worked at the New York Metropolitan Transit Authority since 1993, where he serves as a Director of a business unit conducting operational reviews. Parkview Capital Management primarily serves individual clients, offering discretionary investment advisory services along with financial planning and consulting. The firm’s investment approach centers on fundamental equity analysis supplemented by option-based overlays, including the use of LEAPS and covered-call writing, which is a distinguishing feature of their portfolio management.

Options & derivatives strategies Active portfolio management
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Danny S

Series 65

Scotch Plains, NJ

New Street Advisors Group LLC

Danny Saporu is a Series 65-licensed financial advisor with six years of industry experience. He is the principal of New Street Advisors Group LLC, where he has worked since 2019. Prior to founding the firm, he held positions at Credit Suisse Securities (USA) LLC and was affiliated with the University of Chicago Booth. Outside of his advisory role, he engages in media contributions and venture investing activities. New Street Advisors Group LLC provides discretionary and non-discretionary portfolio management and financial planning services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes tailored investment strategies supported by written Investment Policy Statements and offers educational seminars and workshops alongside ongoing account reviews.

Real estate investing
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