MEJ Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,199,526
Clients
7
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$314,218
About
MEJ Wealth Advisors LLC provides financial planning and discretionary investment management primarily for individual clients, and also serves trusts, estates, pension and profit-sharing plans, and business entities. Services described in the brochure include comprehensive or segmented financial plans, an Investment Management Program (allocations, quarterly reports, and ongoing monitoring), separate business consultation services, and occasional no-fee educational seminars.
The firm’s stated investment approach emphasizes a balanced, long-term, cost- and tax-efficient framework, using financial planning software, questionnaires, and client interviews to establish goals and risk tolerance. Portfolios may include stocks, bonds (including municipal), mutual funds and ETFs, and the adviser describes a low-cost, low-turnover bias while retaining the ability to rebalance or trade as needed to meet liquidity or tax objectives.
Noteworthy for a small, state-registered adviser with roughly $2.2 million in discretionary assets, the brochure discloses that MEJ works with institutional-style clients (ERISA accounts and business entities), offers business succession and consultation work separate from personal planning, and periodically conducts seminars. The firm also notes that its investment adviser representatives are licensed to sell insurance and are employed by a credit union (Qside Federal Credit Union), which the brochure identifies as a potential source of conflicts that clients are informed about.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
General estate planning guidance
Cash flow / budgeting
Life insurance needs analysis
College savings (529s, UTMA, etc.)
Fee options
$100,000 - $999,999: 0.90% annually $1,000,000 - $1,999,999: 0.75% annually $2,000,000+: 0.50% annually
Consultation services at $125/hour
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,000 Fee-only: Fixed fee for financial planning services (annual or semi-annual term, charged quarterly in advance)
Main office location
MEJ Wealth Advisors LLC
Bayside NY, United States
Number of offices
1
Most active in
MEJ Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
-
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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