Preferred Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Preferred Wealth Advisors, LLC is a small, independent, fee‑based advisory firm that serves individuals and high‑net‑worth clients, managing roughly $5.9 million across about 35 client relationships. The firm provides asset management through third‑party money managers and platform wrap programs, alongside financial planning and consulting services and public seminars or workshops.
Investment implementation commonly relies on recommending and monitoring third‑party managers and platform sponsors, with strategies tailored to each client’s documented objectives and periodic account reviews; the firm notes use of fundamental analysis among its methods. It does not serve as a custodian, and advisory services are typically billed as a percentage of assets under management with written disclosures provided for TPMs and platform sponsors.
Noteworthy distinctions include an affiliated insurance and college‑planning business operated by the firm’s principal, which the brochure discloses occupies about half of that person’s time and may generate commission compensation. The firm also offers educational seminars at no charge and receives referral fees and incentive payments from certain third‑party managers—relationships the brochure identifies as potential conflicts of interest that the firm says it mitigates through disclosure and its fiduciary procedures.
Client services
Expertise
Fee options
Flat fees range from $1,000 to $4,000 for financial planning services
$0 - $250,000: UMA Program: up to 2.10% maximum annual fee (PWA retention up to 1.1%) $250,001 - $500,000: UMA Program: up to 1.90% maximum annual fee (PWA retention up to 1.0%) $500,001 - $2,000,000: UMA Program: up to 1.80% - 1.70% maximum annual fee (PWA retention 1.0% fixed) $2,000,001 - $5,000,000: UMA Program: up to 1.70% maximum annual fee (PWA retention 1.0%) $5,000,001+: UMA Program: 1.40% or negotiable (PWA retention negotiable) $0 - $250,000: ETF Program: up to 1.90% maximum annual fee (PWA retention 1.15%) $250,001 - $500,000: ETF Program: up to 1.65% maximum annual fee (PWA retention 1.0%) $500,001 - $2,000,000: ETF Program: up to 1.55% - 1.45% maximum annual fee (PWA retention 1.0%) $2,000,001 - $5,000,000: ETF Program: up to 1.45% maximum annual fee (PWA retention 1.0%) $5,000,001+: ETF Program: 1.20% or negotiable (PWA retention negotiable) $100,000 - $1,000,000: Orion Portfolio Solutions: 1.00% annual advisory fee $1,000,001 - $2,000,000: Orion Portfolio Solutions: 0.85% annual advisory fee $2,000,001 - $3,000,000: Orion Portfolio Solutions: 0.60% annual advisory fee $3,000,001+: Orion Portfolio Solutions: 0.50% annual advisory fee $0+: Third Party Managers - example fees: 1.00% up to 1.15% PWA portion; total fees vary by portfolio type from 1.00% to 2.15%; flat $300 for Client Directed Accounts plus $15 quarterly service fee
Insurance product sales by owner received typical commissions, not included in PWA advisory fees
$350 per hour for financial planning
Fee-only: Hourly fees at $350/hour; Fixed fees between $1,000 and $4,000 for financial planning
Main office
Freehold NJ
Advisors at this office
1
Most active in
New Jersey
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.
Forms ADV
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