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Top financial advisors in Fair Haven, NJ

We've curated a list of the best financial advisors in Fair Haven, take a look at it below.

# Company
1

Assets under management

$88,027,699

Number of advisors

5 advisors

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Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

  • Castle Financial & Retirement Planning Associates Inc

    Castle Financial & Retirement Planning Associates, Inc. is a fee-based investment advisory firm established in July 1992 by Al Procaccino II. The firm offers financial planning and consulting services, as well as discretionary and non-discretionary investment advisory services. Clients are required to enter into agreements outlining the services provided and fees charged. For financial planning and consulting services, fees range from $500 to $2,500 on a fixed fee basis or up to $150 on an hourly rate basis. Investment management fees range between 0.40% to 1.50% of assets under management, payable quarterly. Castle Financial primarily recommends allocating investment assets among various equity and fixed income securities, ETFs, and brokered CDs. The firm does not charge performance-based fees and does not have disciplinary information. Clients have investment discretion and may select their brokerage firm. Castle Financial does not vote client proxies and does not have custody over client assets. The firm does not engage in directed brokerage and does not vote client securities. Castle Financial does not have any financial conditions that would prevent it from meeting its commitments to clients.

    $88,027,699 under management

    5 advisors

    Fee structure

    A percentage of assets under your management

    Hourly charges

    Fixed fees

    Services offered

    Financial Planning Services

    Portfolio Management For Individuals And/or Small Businesses

    Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

    Pension Consulting Services

Commitment

We've gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don't directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.

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Methodology

To find the top financial advisors in Fair Haven, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.

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