Julien Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary and non-discretionary portfolio management and financial planning to individuals, high-net-worth individuals, charitable organizations, and business clients, with services covering retirement, employee benefits, and cash-flow planning. It manages roughly $37 million in client assets across about 77 accounts and also offers financial plans on an hourly or fixed-fee basis.
The firm documents client objectives in investment policy statements and tailors strategies using fundamental and technical analysis, with account reviews at least quarterly and more frequently as circumstances require. It routinely engages sub-advisors and may recommend SEC-registered third‑party managers, monitoring those relationships and acting as the liaison between clients and outside managers.
The firm’s managing member also operates affiliated insurance sales and tax-preparation businesses and devotes approximately 40% of his time to those activities, a relationship the brochure discloses and identifies as a potential conflict of interest that the firm seeks to mitigate. The firm also conducts free public seminars and maintains referral and fee-sharing arrangements with third-party managers, a combination of services and affiliations that is uncommon among solo independent advisers.
Client services
Expertise
Fee options
Negotiable fixed fees between $500 and $5,000 for financial planning services
$0+: up to 2% annually (negotiable) - Julien Planning, LLC asset management fee $0 - $1,000,000: 2.00% - Gradient Investments fee for Strategic & Tactical Portfolios $1,000,001 - $2,000,000: 1.65% - Gradient Investments fee for Strategic & Tactical Portfolios $2,000,001 - $3,000,000: 1.20% - Gradient Investments fee for Strategic & Tactical Portfolios Over $3,000,000+: .95% - Gradient Investments fee for Strategic & Tactical Portfolios $0 - $1,000,000: 1.70% - Gradient Investments fee for Allocation Portfolios $1,000,001 - $2,000,000: 1.35% - Gradient Investments fee for Allocation Portfolios $2,000,001 - $3,000,000: 1.00% - Gradient Investments fee for Allocation Portfolios Over $3,000,000+: .80% - Gradient Investments fee for Allocation Portfolios $0+: .60% - Gradient Investments fee for Client Directed Accounts (minimum quarterly fee billed $25)
$150 per hour for financial planning services
Fee-only: Hourly fee $150/hour and fixed fees between $500 and $5,000 for financial planning and consulting
Main office
Two University Plaza, #100
Hackensack NJ 07601
Advisors at this office
1
Most active in
Florida · New Jersey · New York · Texas
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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