Concierge Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
29
76% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$0
About
Concierge Financial Planning, LLC provides fee-only financial planning and investment advisory services to individuals, families, trusts, small businesses and charitable organizations, with a stated emphasis on clients age 50 and older or those within five years of retirement. Engagements range from broad-based financial plans to modular work addressing cash flow, retirement distributions, estate planning, education funding and small-business consulting.
The firm delivers written analyses and specific investment recommendations but does not manage client investment accounts, execute trades, or maintain custody; clients retain discretion and implement recommendations through their chosen custodians. In developing advice the advisor uses a blend of fundamental, charting, technical and cyclical analysis and generally favors low-cost, tax-efficient mutual funds and ETFs when appropriate.
Noteworthy aspects of the practice include periodic educational seminars and workshops offered to employer, civic or nonprofit groups that are educational in nature and typically complimentary to attendees, and a business model that charges fixed or hourly planning fees rather than percentage-of-assets-under-management. Operating as a solo, fee-only planner with a small client base, the firm maintains non-discretionary, consultative relationships and does not vote proxies or act as custodian for client securities.
Client services
Financial planning
Educational seminars or workshops
Expertise
Retirement income strategy
Income planning
Cash flow / budgeting
Occupation focus
Retired
Demographic focus
Approaching retirement
Fee options
Fixed fees typically range from $4,000 to $6,000
$400 per hour
Fee-only: Hourly rate of $400 billed in six-minute increments; Fixed fees typically range from $4,000 to $6,000
Main office location
Concierge Financial Planning, LLC
Margate City NJ, United States
Number of offices
1
Most active in
Concierge Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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