Durant Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a single-advisor independent registered investment adviser that works with individual clients, including both non-high-net-worth and high-net-worth households, managing roughly $22.2 million across about 54 client accounts. It offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning and financial consulting, with primary advice focused on mutual funds and exchange-traded funds.
The investment approach typically uses firm-developed model portfolios for retirement accounts and draws on methods such as fundamental and cyclical analysis and modern portfolio theory, with strategies that range from long-term holdings to occasional short-term trading when considered suitable. The adviser generally operates with discretionary authority when engaged, tailors allocations to client objectives and risk tolerance, and recommends a national custodian for custody and trade execution while retaining flexibility to use other brokers as appropriate.
Noteworthy for a small independent firm, the adviser is affiliated with an insurance agency and is separately licensed to sell insurance products, earning commission-based compensation that is distinct from advisory fees—a relationship the brochure identifies as a potential conflict of interest. The brochure also discloses a prior regulatory matter involving the firm’s principal that has been resolved, and the adviser maintains CFP certification.
Client services
Expertise
Fee options
Fixed fees generally range from $2,000 to $10,000 for financial planning services, negotiable based on complexity and scope.
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% Above $5,000,001+: Negotiable
$250 per hour, negotiable depending on scope and complexity.
Account minimum: No minimum stated; however, the firm reserves the right to terminate accounts that fall below a minimum size deemed too small to manage effectively, with the ability to combine related accounts to meet minimums.
Main office
West Milford NJ
Advisors at this office
1
Most active in
New Jersey
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.
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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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.
Forms ADV
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