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Ralph Condis

Advisor at Executive Business Financial Planning

Updated today

Location

Dumont, NJ

Credentials

Series 63, Series 65, Series 66

Industry experience

22 years

About

Ralph Condis is the principal of Executive Business Financial Planning in Dumont, NJ, with 22 years of industry experience. He holds Series 63, 65, and 66 designations and has been with his current firm and Purshe Kaplan Sterling Investments since 2004. Outside of his financial advisory role, Mr. Condis is involved in religious missions as a Deacon of Humanity, produces original music and educational content, and works with Public Partnerships for NJ, supporting care for autistic and disabled individuals. Executive Business Financial Planning provides investment management and financial planning services to individuals, retirement plans, non-profits, trusts, and institutional clients. The firm employs a combination of proprietary technical and fundamental models alongside third-party asset allocation, utilizing tactical diversification, periodic rebalancing, and tax-aware strategies, including options collars, to manage client portfolios.

Client services

Based on Executive Business Financial Planning

Financial planning Portfolio management Newsletters or periodicals Educational seminars or workshops Market timing

Expertise

Based on Executive Business Financial Planning

Business exit / sale strategy Tax strategies for small businesses Wealth management ESG / Sustainable investing

Occupation focus

Based on Executive Business Financial Planning

Executive Founder/Business Owner

Demographic focus

Based on Executive Business Financial Planning

Values-based investing

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Fee options

Fixed

Point in Time Fiduciary services: IRA401kTuneup $59 per account; Retirement Cash Flow Illustration $99; College Education Funding Analysis $29; IRA401kTuneup quarterly reviews $22 to $59

Percentage

$0 - $200,000: 1.75% $200,001 - $500,000: 1.50% $500,001 - $1,000,000: 1.00% $1,000,001 - $5,500,000: 0.75% $5,500,001 - $10,000,000: 0.50% $10,000,001+: 0.35%

Project-based

Hourly rates from plan development or consultation - $200 per hour (lesser hourly fees may apply for administrative and staff functions)

Subscriptions

IRA401kTuneup quarterly reviews subscription for four reviews: $199 (15% discount)

Other

Account minimum: $100,000 Minimum fee: Account service fee of $300 due upon establishment of all new accounts Fee-only: Comprehensive Financial Planning fixed fees between $19 and $5,000 depending on complexity; hourly rates $200 per hour (lesser hourly rates may apply for administrative/staff functions); Financial Planning fees less than $99 due upon signing agreement; Financial Planning services included free for Private Client Accounts; Point in Time Fiduciary services fees: $29 to $99 per service; Flat fees for IRA401kTuneup $59 per account or $199 for four quarterly reviews; College Education Funding Analysis $29; Additional portfolio reviews available at $200 per hour

Location

Dumont, NJ

Most active in

New Jersey · New York

Work history

Executive Business Financial Planning

2004 - Present (22 years)

Purshe Kaplan Sterling Investments

2004 - Present (22 years)

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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CFP®

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Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.)
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CFP®, Series 66

Yonkers, NY

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Wealth management Passive / index investing General retirement planning
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CFP®, CFA®

White Plains, NY

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Options & derivatives strategies Divorce financial planning
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Series 65

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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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Series 63

Upper Saddle River, NJ

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Active portfolio management Concentrated stock management Options & derivatives strategies Real estate investing
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CFP®, Series 63

White Plains, NY

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Wealth management College savings (529s, UTMA, etc.) Annuities Real estate investing
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