Love Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm is a newly organized state-registered investment adviser that intends to serve individuals, high-net-worth clients, families/households, retirement plans, and other entities with financial planning, retirement planning, and portfolio management tailored to individual needs. Its services explicitly include standalone financial planning, retirement scenario modeling, and individualized portfolio management for personal accounts, with plans to document objectives in an Investment Policy Statement.
Investment advice is provided on a non-discretionary basis, using fundamental analysis and strategic asset allocation, and may incorporate ESG-focused strategies and tailored portfolios; accounts are reviewed periodically and held at qualified custodians so the firm does not take custody of client assets. The firm emphasizes client approval of transactions, provides quarterly reviews and reporting, and may refer clients to third-party insurance professionals without receiving commissions.
What is notable about the firm is its offering of flat, fixed-fee planning and project-based pricing alongside individual portfolio management—features that are uncommon among peers in this regulatory category—and its stated decision not to act as a private fund adviser. The firm also discloses that the managing member maintains full-time employment outside the advisory business and is solely responsible for supervision and compliance, and it does not charge performance-based fees or receive outside product compensation.
Client services
Expertise
Fee options
Financial planning and retirement planning fees negotiated fixed rate ranges from $200 to $1,000
$0 - $500,000: 0.90% $500,001 - $1,000,000: 0.60% $1,000,001+: 0.40%
Main office
Hazlet NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Cody Michael Love · Love Wealth Management LLC
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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