New Amsterdam Wealth Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
New Amsterdam Wealth Planning provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, through ongoing portfolio management and written financial plans. Services include continuous supervision of custodial accounts, retirement-plan rollover guidance, and implementation of investment recommendations when clients engage the firm for asset management.
The firm emphasizes fundamental, value-oriented investing with a long-term core while also using tactical and strategic asset-allocation techniques and option-writing strategies when appropriate. Advice is tailored to individual circumstances, with accommodation for legacy holdings and the ability to manage accounts on either a discretionary or non-discretionary basis.
The brochure notes a relatively large asset base managed by a single-advisor practice—managing over $65 million for roughly fifty clients—which results in a high assets-per-client profile for a solo firm. The firm requires custody with a designated major custodian to access institutional services (a disclosed potential conflict), discloses an economic incentive around retirement-rollover recommendations and an impartial conduct standard to address it, and further distinguishes itself by not aggregating trades into block orders and by leaving proxy-voting responsibilities to clients.
Client services
Expertise
Fee options
Financial planning fixed fees generally ranging from $750 to $5,000
$0 - $500,000: 1.400% $500,001 - $1,500,000: 1.250% $1,500,001 - $3,000,000: 1.000% Above $3,000,000+: Negotiable
Main office
Long Branch NJ
Advisors at this office
1
Most active in
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 not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)