Supportive Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 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
0
Very LowAverage account size
—
About
Supportive Financial, LLC is a registered investment adviser that provides financial planning services to individuals and high‑net‑worth individuals. The firm offers comprehensive ongoing planning, project‑based planning, estate‑settlement support, hourly engagements, and public educational seminars, and it reports no regulatory assets under management because it does not manage or implement client investment accounts.
Investment-related guidance is delivered as part of the planning process and may include asset allocation concepts, portfolio observations, or one‑time security recommendations, but clients retain responsibility for implementation and the firm does not accept discretionary authority or monitor accounts. Compensation is collected through fixed and hourly planning arrangements rather than as a percentage of client assets.
The firm’s business model includes features that are uncommon for firms that primarily manage pooled or institutional assets: the owner also serves as a registered representative of a broker‑dealer and may, in that separate capacity, sell securities and receive commissions (including mutual fund 12b‑1 fees and variable annuity trails), a potential conflict disclosed in the brochure and subject to broker‑dealer supervision. Supportive Financial’s combination of planning‑only services, public seminars, estate settlement support, and a dual registration that permits commissionable transactions distinguishes it from many peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
Cash flow / budgeting
Retirement income strategy
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Project-Based Planning: $5,000 flat fee; Estate Settlement Support: $2,000 flat fee
$300 per hour (negotiable)
Fee-only: Comprehensive Financial Planning: $2,000 per quarter billed in advance; Project-Based Planning: $5,000 flat fee; Estate Settlement Support: $2,000 flat fee; Hourly Financial Planning: $300 per hour (negotiable); Educational Seminars: $0–$2,000 depending on preparation and scope
Main office location
Supportive Financial, LLC
145 N Franklin Tpke, Suite 312
Ramsey NJ 07446, United States
Number of offices
2
Most active in
Supportive Financial, 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.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
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.
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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
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