Jantorno Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Jantorno Financial Advisors, LLC is an independent registered investment adviser that provides personalized financial planning and investment advisory services to individuals, trusts, estates and charitable organizations, including written financial plans and tailored portfolio construction. The firm begins engagements with an initial consultation and information-gathering process, after which it presents recommendations and periodic updates while clients retain discretion over implementation.
The firm’s investment approach emphasizes longer-term buy-and-hold strategies and portfolio diversification grounded in Modern Portfolio Theory, and it uses third-party analytics to inform risk-managed allocations. Jantorno Financial Advisors does not provide discretionary trading authority; it delivers recommendations that require client approval and monitors accounts on a periodic rather than continuous basis.
Distinctively, the firm operates as a fee-only adviser that does not use the common percentage-of-assets-under-management fee model, instead billing on hourly and fixed-fee arrangements, and it does not custody client assets or participate in wrap-fee programs. The brochure also discloses that the firm’s principal operates a separate residential real estate business, which is described as administratively and financially distinct from the advisory practice.
Client services
Expertise
Fee options
Annual fixed fee for portfolio management and quarterly reviews generally ranges between $5,000 and $16,000
Hourly rate of $250 per hour
Fee-only: Hourly rate of $250 per hour; Annual fixed fee for quarterly reviews ranges from $5,000 to $16,000, agreed upon case-by-case
Main office
29 Emmons Drive, Suite C 40
Princeton NJ 08540
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 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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