Mendham, NJ Office

Mendham Capital Management, Inc. provides financial planning and consulting services to individuals, trusts, estates, charitable organizations, and business entities, offering written financial plans, modular consulting, cost-basis accounting, and paperwork support related to divorce and estate administration. The firm discloses that it does not provide discretionary portfolio management and reports no assets under management.

The firm typically delivers advice through hourly and flat-fee engagements and a modest annual retainer—hourly planning rates are disclosed at $100–$300, flat-fee packages (e.g., cost-basis accounting and transfer/division work) are described at $500, and an annual retainer is $495—rather than charging percentage‑of‑AUM fees. Mendham’s planning process generally results in generic, asset‑class diversified portfolio recommendations when investments are part of the plan; it also conducts no‑charge educational seminars and coordinates with clients’ other professional advisers for implementation.

Compared with many peers, Mendham’s fee model and service mix are notable: the firm emphasizes hourly and fixed fees and regular educational seminars—features that are statistically uncommon among investment-manager firms—and explicitly disclaims AUM-based fees. The brochure also highlights that many advisory personnel are dual‑registered as broker‑dealer representatives and licensed insurance agents and that the firm routinely recommends affiliated broker‑dealer and custodian platforms for execution and custody, a practice the firm identifies as a source of potential conflicts and execution limitations.