BPP Wealth Solutions, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
BPP Wealth Solutions, LLC is an SEC-registered investment adviser that serves individuals (including high‑net‑worth clients), pension and profit‑sharing plans, trusts, estates, charitable organizations, and other business entities. The firm provides financial planning through its trademarked Security Income Planner® process, discretionary and non‑discretionary investment management, and supplemental services such as family office bookkeeping and bill‑pay.
BPP’s investment approach emphasizes asset allocation, diversification and limiting volatility, typically allocating client assets among Independent Managers as well as mutual funds, ETFs, individual securities and options. The firm tailors portfolios to each client’s risk tolerance and time horizon, monitors accounts at least quarterly, and may recommend privately placed securities to qualified accredited investors when appropriate.
The brochure discloses several affiliations and business activities that distinguish BPP from many peers: it is under common control with BPP Risk Solutions, Inc. (an insurance agency), certain supervised persons are registered representatives of Mutual Securities and licensed insurance agents who may receive separate commissions, and the principal holds a membership interest in a real estate investment entity. BPP also provides bill‑pay services that result in custody for some clients and states it undergoes annual surprise third‑party examinations, notes past compensation for referrals, and identifies its Chief Compliance Officer as serving in compliance roles at other SEC‑registered advisers.
Client services
Expertise
Fee options
Financial planning fees range from $3,000 to $20,000, negotiable and determined by scope and complexity.
0.75% – 1.55% blended rate annually depending upon portfolio size and services rendered
Certain supervised persons may receive commissions from securities brokerage and insurance product sales, separate from advisory fees.
Family Office Services charged at $60 per hour.
Main office
See office25 Mountainview Blvd., Suite 202 A
Basking Ridge NJ 07920
Advisors at this office
2
Offices (2)
Most active in
California · Colorado · Florida · New Jersey · New York · Texas
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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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.
Quick links
Advisors at this firm
Debra S
CFP®, Series 63, Series 65
Boca Raton, FL
BPP Wealth Solutions, LLC
Debra Schatzki is a CFP® professional with 38 years of industry experience, currently serving as a financial advisor at BPP Wealth Solutions, LLC. She has worked at Mutual Securities, Inc. since 2015 and has been with BPP Wealth Solutions since 2013. Outside of her advisory role, she is the author of the book *Chaos to Joy* and serves as Board President of the Greater Middlesex/Somerset County Estate Planning Council. BPP Wealth Solutions provides financial planning and investment management services to individuals, trusts, pension plans, and charitable organizations. The firm emphasizes asset allocation, diversification, and volatility management, often using independent managers to tailor portfolios according to clients’ risk tolerances and needs.
Linda K
Series 63, Series 66
Basking Ridge, NJ
BPP Wealth Solutions, LLC
Linda Kalata is a financial advisor with BPP Wealth Solutions, LLC, holding Series 63 and Series 66 licenses and over 35 years of industry experience. Her prior work includes roles at Bank of America and Merrill Lynch. BPP Wealth Solutions, LLC is an SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm offers financial planning through its Security Income Planner® process, discretionary and non-discretionary investment management, and supplemental services such as family office bookkeeping and bill-pay.
Kelly P
Series 66
Basking Ridge, NJ
BPP Wealth Solutions, LLC
Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.
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