Financial Futures
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$263,523,000
Clients
204
Advisors
3
across 2 offices
About
The firm provides fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations and small businesses. Services include comprehensive financial planning (cash flow, retirement, tax and estate reviews), investment implementation and limited-scope hourly planning engagements.
Investment management is delivered on a discretionary basis under a limited power of attorney using a core-and-satellite asset allocation that emphasizes low‑cost index and ETF cores with active managers added where appropriate. Portfolios are globally diversified and the firm may employ a broad set of instruments — including equities, fixed income, ETFs and mutual funds, options, futures, margin, short sales and private/alternative investments — with regular account reviews and annual written plan updates.
What distinguishes the firm from many peers is its scale relative to team size: it manages roughly $270 million for about 200 clients with a three-advisor team, resulting in a higher asset base per advisor than is typical in the supported cohort. The adviser operates as fee-only, does not accept product commissions or vote client proxies, and several supervised persons also maintain separate tax-preparation and consulting practices outside the advisory entity, which may affect how income tax and investment recommendations are coordinated.
Client services
Expertise
Occupation focus
Fee options
Initial financial planning fee typically ranges from $2,500 to $5,000
$0 - $3,000,000: 0.25% $3,000,000 - $5,000,000: 0.225% $5,000,000 - $10,000,000: 0.1875% $10,000,000 - $15,000,000: 0.15% $15,000,000+: 0.125%
$300 - $500 per hour for limited scope engagements
Minimum fee: Minimum quarterly fee of $2,000 Fee-only: Yes, all fees are paid directly by clients; no commissions or third-party compensation accepted.
Main office
See officeRiver Place Executive Center, 1027 Nj 70, Suite 201
Brielle NJ 08730
Advisors at this office
2
Offices (2)
Most active in
California · Florida · Nevada · New Jersey · New York · Pennsylvania
Also doing business as
Financial Futures · Financial Futures LLC · Financial Futures Limited Liability Company
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.
Quick links
Advisors at this firm
Jorie J
CFP®
Brielle, NJ
Financial Futures
Jorie Johnson is a CFP® professional with 22 years of industry experience. She has been with Financial Futures, LLC since 2003. Financial Futures is a fee-only firm offering financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite asset allocation using low-cost index and ETF cores combined with active managers, managing approximately $270 million for about 200 clients with a three-advisor team.
Eric F
CFP®, Series 65
Brielle, NJ
Financial Futures
Eric Feldman is a CFP® and holds a Series 65 license with 10 years of industry experience. He has worked at Financial Futures since 2018 and previously was with Odigo Financial and Karl Storz Endoscopy America. In addition to his advisory work, he is the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only firm that provides financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm uses a core-and-satellite asset allocation approach with a focus on low-cost indexes and ETFs, managing approximately $270 million for around 200 clients through a three-advisor team.
Felicia G
Las Vegas, NV
Financial Futures
Felicia Greenwald is a financial advisor with Financial Futures in Las Vegas, NV, holding three years of industry experience. Her work history includes tenures at Four15 Advisors, Zweig, and Ernst and Young. Outside of advisory services, she is the sole owner of Felicia M Wong Inc., a tax preparation business. Financial Futures provides fee-only financial planning and discretionary investment management to individuals, families, trusts, estates, charitable organizations, and small businesses. The firm employs a core-and-satellite investment approach with globally diversified portfolios and manages approximately $270 million across about 200 clients with a three-advisor team.
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