Everguide Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,370,000
Clients
82
Advisors
1
of 1 employees
About
Everguide Financial Group provides discretionary portfolio management and comprehensive financial planning primarily for individuals, high‑net‑worth clients, and business owners, and documents client objectives through individualized Investment Policy Statements. The firm also describes business‑oriented services—business planning, employee benefits optimization and retirement plan consulting—supporting corporate and tax‑exempt arrangements in addition to retail relationships.
EFG’s investment process combines fundamental and technical analysis with model portfolios and ongoing portfolio monitoring, and it typically manages accounts on a discretionary, asset‑based fee basis with monthly reviews. The firm’s permitted investments include mutual funds, ETFs, equities, fixed income, real‑estate funds, commodities and non‑U.S. securities, and the brochure explicitly discloses use of options strategies (covered, uncovered and spreads), reflecting derivative exposure in managed accounts.
Notable distinctions compared with many independent peers are the firm’s mix of client types beyond typical individual retail clients and its scale of roughly $45 million in discretionary AUM while operating as a single‑advisor practice. The brochure also highlights that EFG manages assets internally rather than selecting third‑party managers, coordinates with outside accountants, attorneys and insurance agents, and discloses the potential receipt of research or execution (soft‑dollar) benefits from custodians.
Client services
Expertise
Occupation focus
Fee options
$0 - $10,000,000: 1.00% $10,000,001 - $20,000,000: 0.85% $20,000,001 - And Up: 0.70%
Minimum fee: Minimum fee of $150 for financial planning services
Main office
20 Commerce Dr, Suite 135
Cranford NJ 07016
Advisors at this office
1
Most active in
New Jersey · Pennsylvania
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.
Forms ADV
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