Preferred Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,836,592
Clients
32
3% high-net-worth
Advisors
1
of 2 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
32
HighAverage account size
$151,144
About
Preferred Wealth Advisors, LLC provides investment management, financial planning, and educational seminars for individuals and high‑net‑worth clients. The firm delivers portfolio management primarily by placing assets on third‑party model and wrap platforms and by referring clients to third‑party managers, alongside standalone planning and consulting services.
Onboarding typically includes an initial net‑worth statement and risk analysis, and investment recommendations draw on fundamental analysis and model portfolios supplied by platforms such as EQIS and Orion. The firm monitors accounts on a periodic basis, acts as a liaison to third‑party managers, and generally relies on those managers’ discretion for day‑to‑day trading while retaining responsibility for ongoing review and client communication.
Noteworthy differences from many peers include an affiliation with active insurance and college‑planning businesses through the firm’s owner, which may result in separate insurance compensation and is disclosed as a potential conflict of interest. The firm also regularly offers no‑fee educational seminars and participates in referral and incentive arrangements with certain third‑party managers (disclosed in client agreements), practices that are explicitly documented and managed under its compliance procedures.
Client services
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Expertise
Wealth management
Fee options
Financial planning fixed fees from $1,000 to $4,000; $15 quarterly technology fee per account from Third Party Managers
$0 - $250,000: 1.90% to 2.10% maximum annual fee depending on program $250,001 - $500,000: 1.65% to 1.90% maximum annual fee depending on program $500,001 - $2,000,000: 1.55% to 1.80% maximum annual fee depending on program $2,000,001 - $5,000,000: 1.40% to 1.70% maximum annual fee depending on program $5,000,001+: Negotiable (generally 1.20% to 1.40% depending on program)
Insurance products sold by Managing Member separately with commission-based compensation
Financial planning services at $350 per hour
Fee-only: Hourly fee for financial planning at $350/hour; Fixed fees for financial planning range from $1,000 to $4,000
Main office location
Preferred Wealth Advisors, LLC
Freehold NJ, United States
Number of offices
1
Most active in
Preferred Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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.
-
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.
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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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