Green Ridge Wealth Planning LLC

Green Ridge Wealth Planning LLC is a registered investment adviser based in Montville, NJ, primarily owned by Robert James Mascia and Jordan Charles Kaufman. The firm offers discretionary portfolio management services, requiring clients to grant discretionary authority for account management. Investment advice is tailored to meet clients' needs and objectives, utilizing model portfolios consisting of stocks, bonds, ETFs, and mutual funds. Financial planning services are also offered, with fees ranging from $3,500-$25,000, negotiable based on complexity. Pension consulting services are available for employee benefit plans, offering non-discretionary advice and educational seminars. The firm primarily advises on ETFs but may recommend various investments based on client goals. Assets under management total $295,077,003 for discretionary amounts and $6,497,476 for non-discretionary amounts as of December 2024. Portfolio management fees range from 0.85%-2%, billed quarterly in advance. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, high net worth individuals, and pension and profit sharing plans. Green Ridge Wealth Planning LLC does not have any disciplinary information, and does not receive compensation for client referrals. The firm does not vote client securities and does not have custody of client funds. Clients may terminate agreements with a 30-day notice.