Top financial advisors in Mountainside, NJ
We’ve curated a list of the best financial advisors in Mountainside, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$139,676,200
Number of advisors
3 advisors
| $139,676,200 | 3 advisors |
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.
Methodology
To generate our top financial advisors list in Mountainside, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mountainside. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Talisman Wealth Advisors, LLC
Talisman Wealth Advisors, LLC is a registered investment adviser based in Mountainside, NJ, offering financial planning, consulting, and investment management services. Established in March 2021, the firm is owned by Francis E. Granizo and Jennifer Kirby. With $212,797,046 in assets under management as of December 31, 2024, all managed on a discretionary basis, Talisman tailors its services to meet individual client needs. The firm primarily allocates client assets among mutual funds, ETFs, individual securities, and independent investment managers. Clients have the flexibility to engage in financial planning and consulting services separately or in conjunction with investment portfolio management. Talisman's investment philosophy emphasizes low-cost asset allocation strategies, tax minimization, and risk management. The firm employs fundamental, technical, and cyclical methods of analysis, integrating Modern Portfolio Theory into its investment process. Talisman also offers sustainable and responsible investing strategies upon client request. The firm charges fixed or hourly fees for financial planning and consulting services, ranging from $1,500 to $10,000 fixed or $200 to $400 per hour. Investment management fees vary between 0.10% to 1.50% annually based on assets under management. Talisman recommends LPL or Charles Schwab for custody, brokerage, and clearing services, with a commitment to best execution and periodic reviews of brokerage practices. The firm does not provide compensation for client referrals and does not engage in directed brokerage. Talisman exercises investment discretion for client accounts, allowing the firm to make decisions on securities transactions without prior client consent. Clients receive regular account statements from custodians and supplemental reports from the firm. Talisman does not vote client securities or accept prepayment of fees exceeding $1,200 six months in advance. The firm maintains custody of client assets through qualified custodians and has implemented safeguards for limited power of attorney disbursements.
$139,676,200 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
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.
Methodology
To generate our top financial advisors list in Mountainside, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mountainside. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.