Bonfrisco Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Bonfrisco Wealth Management LLC offers ongoing portfolio management and fixed-fee financial planning to individual and high‑net‑worth clients. The firm states it charges percentage‑of‑assets‑under‑management fees (a common billing approach among its peers) but reported $0 in discretionary and non‑discretionary assets as of December 2024.
The adviser combines technical analysis and modern portfolio theory with a long‑term trading approach and typically invests in mutual funds, equities, bonds, and fixed‑income instruments. Although it creates Investment Policy Statements and monitors accounts quarterly, the brochure notes BWM does not exercise trading discretion over client accounts and all account reviews are performed by the sole managing member.
A distinctive aspect disclosed in the brochure is that the firm’s principal is also an attorney and owner of Bonfrisco Law Firm; the adviser may offer services or commissionable products through that legal practice, a relationship the brochure identifies as a potential conflict of interest while noting clients are not required to use those services. Other notable operational details include the firm’s use of Schwab Institutional and Mutual Trust custodians, its ability to accept client‑directed brokerage, and the small, single‑advisor structure that centralizes review and oversight.
Client services
Expertise
Fee options
0.99% annually
Account minimum: $10,000 (may be waived) Fee-only: Fixed financial planning fees between $250 and $500
Main office
1522 Route 38
Cherry Hill NJ 08002
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Bonfrisco Wealth Management LLC · Modern Wealth Coaching · Modern Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
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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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.
Forms ADV
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