Asset Advisory Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual and institutional clients — including pension plans, trusts, estates, charitable organizations, corporations and other business entities — offering comprehensive financial planning and ongoing asset management. Services include full financial plans with update options, limited hourly consultations, and portfolio management provided on both discretionary and nondiscretionary bases.
Investment recommendations are delivered on an individualized, generally long-term basis using fundamental and technical analysis supplemented by third‑party research, and commonly employ mutual funds and ETFs with techniques such as dollar‑cost averaging. Custody and trade execution are typically handled through Charles Schwab Institutional, and clients receive regular reporting and periodic reviews with meeting frequency determined by client needs.
The firm’s scale is atypical for a supported practice: it reports roughly $480 million in assets under management across two advisors, producing an unusually high AUM-per-advisor ratio for its peer group. It also conducts no-fee educational seminars for clients and prospects, operates on a fee-only compensation model, and documents standing letters of authorization and limited custody practices, features that are less common among similar firms.
Client services
Expertise
Fee options
Fixed fees for full-service financial planning generally range from $1,500 to $15,000.
0.25% to 1.00% annually
Up to $750.00 per hour for principals and associates; $50.00 per hour for staff.
Fee-only: Fee-only basis for asset management services; no commissions or 12b-1 fees accepted.
Main office
170 Kinnelon Road, Suite 3
Kinnelon NJ 07405
Advisors at this office
2
Most active in
California · Florida · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Asset Advisory Group Inc · Asset Advisory Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Amanda M
CFP®, Series 63, Series 65
Kinnelon, NJ
Asset Advisory Group, Inc.
Amanda McGrath is a CFP® with 16 years of experience in the financial industry. She has worked at Asset Advisory Group, Inc. since 2017, following prior roles at Deutsche Bank Securities Inc. and Deutsche Bank Trust Company AM. Asset Advisory Group serves individuals, including high-net-worth clients, as well as institutional and business entities, providing personalized financial planning and asset management on a fee-only basis. The firm emphasizes long-term investment strategies supported by fundamental and technical analysis, managing portfolios on both discretionary and nondiscretionary bases.
Paul Z
CFP®, Series 63
Kinnelon, NJ
Asset Advisory Group, Inc.
Paul Zoch is a CFP® professional with over 31 years of industry experience, currently serving at Asset Advisory Group, Inc. since 1994. He holds a Series 63 license and is based in Kinnelon, NJ. Outside of his advisory role, he is involved in life, health, and disability product sales through various insurance carriers. Asset Advisory Group, Inc. provides comprehensive financial planning and asset management services to individual and institutional clients, including pension plans, trusts, estates, and charitable organizations. The firm uses a long-term, research-supported investment approach primarily employing mutual funds and ETFs, and manages approximately $480 million in assets across two advisors.
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