Teplitz Financial Group LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$118,900,971
Clients
168
Advisors
1
of 2 employees
About
Teplitz Financial Group LLC provides investment advisory and financial planning services to a mix of individuals, trusts and estates, pension and profit‑sharing plans, charitable organizations, corporations, and other business entities, offering both discretionary and non‑discretionary portfolio management. The firm also operates a wrap‑fee program and acts as the program sponsor and portfolio manager for accounts participating in that program.
TFG’s investment approach is grounded in modern portfolio theory, focusing on asset allocation and diversified portfolios implemented via mutual funds, ETFs, individual securities and fixed income, using predominantly a buy‑and‑hold horizon with shorter‑term trading when appropriate. The firm may engage sub‑advisors and uses custodian platforms such as SEI, Schwab and AssetMark for execution and administrative services while retaining ongoing oversight of client accounts; it manages roughly $132 million in client assets across its client base.
Noteworthy distinctions for an independent, solo adviser include its role as a wrap‑fee program sponsor and its service to institutional‑type and non‑individual clients (pension/profit‑sharing plans, charitable organizations, and corporate/business clients), a client mix that is less common among peers. TFG discloses and attempts to manage affiliated relationships that can result in third‑party compensation (for example, sub‑advisor arrangements and insurance‑related referrals) and maintains compliance oversight and disclosure of those potential conflicts to clients.
Client services
Expertise
Fee options
Financial planning fees generally range from $1,500 to $3,000 as fixed fees.
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.75% $2,500,001 - $5,000,000: 0.56% $5,000,001 - $10,000,000: 0.42% $10,000,001+: 0.31%
Certain supervised persons offer insurance products under separate commission-based arrangements.
Hourly consulting fees range from $150 to $250 depending on service and professional.
Fee-only: Financial planning and consulting fees generally range from $1,500 to $3,000 fixed fee; hourly rates from $150 to $250.
Main office
3 Jocama Boulevard, Suite 200 A
Old Bridge NJ 08857
Advisors at this office
1
Most active in
California · Connecticut · Florida · New Jersey · New York · Pennsylvania · Texas
Also doing business as
Daniel Teplitz & Associates · Daniel Teplitz & Associates Financial Advisors, LLC · Teplitz Financial Group LLC · Teplitz, Daniel
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.
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