Schlosser Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Schlosser Financial Services primarily serves individual investors and also assists small businesses with SIMPLE IRAs and individual 401(k) plans, providing comprehensive financial planning that covers investments, insurance, tax, retirement and estate planning. The firm operates as a fee-based registered investment adviser and derives most of its revenue from percentage-of-assets advisory fees.
The sole advisor follows a non-discretionary, multi-asset process that establishes client-specific stock–bond targets and constructs portfolios using passively managed ETFs, mutual funds and bond funds monitored with Morningstar tools; trades and rebalancing are implemented only with client approval and accounts are reviewed at least quarterly. The firm also incorporates basic technical analysis—tracking the 200‑day moving average—to identify potential long-term trend changes and may recommend tactical shifts between equities and bonds when indicated.
Distinctive features include managing roughly $127 million for about 219 clients as a single-advisor practice, reflecting a high client load relative to typical solo independent advisers, and operating entirely on a non-discretionary basis. The firm also provides insurance planning and may receive commissions on insurance or certain annuity sales (with commission-paid annuities excluded from AUM), and custody and fee-deduction arrangements are handled through Charles Schwab Institutional.
Client services
Expertise
Fee options
0.85% per year flat fee
Main office
Seaside Park NJ
Advisors at this office
1
Most active in
New Jersey
Disclosures
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Business activities & affiliations
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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
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Bank
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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.
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