A complete list of active advisors currently associated with Julien Planning, LLC
Warmer can help you find a great advisor at Julien Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Julien Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Hackensack, NJ
| 20
|
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