Podell Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$190,200,000
Clients
216
Advisors
4
of 6 employees
About
Podell Financial Group provides investment advisory and financial planning services to individuals, high-net-worth clients, and plan sponsors. Services described in the brochure include discretionary portfolio management, financial and estate planning, company-sponsored retirement plan consulting, and access to private investments for accredited investors; fees are primarily asset-based and portfolio management for individuals is a core offering.
The firm tailors investment strategies to client objectives, time horizons, and risk tolerance using methods such as asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term trading approaches. For retirement plans it may act in a fiduciary capacity as a 3(21) adviser and, in some engagements, as a designated investment manager with 3(38)-type discretionary authority to implement lineup changes and monitor investments.
Noteworthy distinctions include that several representatives are also licensed insurance agents and may recommend commissionable insurance products (the brochure notes up to 30% of representatives’ time may be spent on insurance activities), and the firm facilitates private-equity and other private investment opportunities for qualified accredited investors. The firm is a relatively recent SEC-registered advisor (established in 2023) and reports that virtually all reported assets are managed on a discretionary basis (discretionary AUM disclosed in the brochure).
Client services
Expertise
Fee options
$2,500 to $10,000 per project for financial planning; $1,000 to $10,000 per project for estate planning
$0 - $1,000,000: 1.50% annually $1,000,000 - $2,000,000: 1.25% annually $2,000,000+: 1.00% annually
$350 - $700 per hour
Main office
271 Route 46 W, Suite D105
Fairfield NJ 07004
Advisors at this office
4
Most active in
California · Florida · Massachusetts · 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Advisors at this firm
David P
Series 66
Fairfield, NJ
Podell Financial Group LLC
David Podell is a financial advisor with Podell Financial Group LLC, holding a Series 66 designation and over 22 years of industry experience. He has worked at Podell Financial Group since 2006 and previously at Nylife Securities and New York Life Insurance Company for 20 years. Outside of his advisory role, he owns Business Benefits Consulting LLC, providing fee-for-service benefits consulting to business owners, and volunteers on the Town of Randolph Board of Assessments. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors. The firm offers portfolio management, financial planning, and retirement plan consulting, using a tailored investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, with accounts reviewed at least quarterly.
Michael K
Series 66
Fairfield, NJ
Podell Financial Group LLC
Michael Kelly is a financial advisor at Podell Financial Group LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Eagle Strategies LLC and Nylife Securities LLC. In addition to his advisory role, he is an independent insurance agent in New Jersey. Podell Financial Group LLC provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm employs a variety of investment strategies tailored to client objectives and manages both individual and employer-sponsored retirement accounts.
Jennifer K
Series 63, Series 65
Fairfield, NJ
Podell Financial Group LLC
Jennifer Kerr is a financial advisor at Podell Financial Group LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Slavic401k and Hollywood Firefighters Pension. In addition to her advisory role, she is a licensed realtor in New Jersey, dedicating a small amount of time monthly to that activity. Podell Financial Group LLC is an SEC-registered investment adviser serving individuals, high-net-worth clients, and plan sponsors with portfolio management, financial planning, and retirement plan consulting. The firm customizes investment strategies based on client objectives and risk tolerance, managing both individual accounts and employer-sponsored retirement plans.
David Y
Series 63, Series 65
Fairfield, NJ
Podell Financial Group LLC
David Yates is a financial advisor with Podell Financial Group LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior experience includes roles at New York Life Insurance Company and various affiliated firms from 2000 to 2023. He is also an independent insurance agent based in Fairfield, NJ. Podell Financial Group LLC is an SEC-registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and plan sponsors. The firm tailors investment recommendations based on client objectives and risk tolerances, offering both discretionary and non-discretionary managed-account programs.
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