Advisor at New Amsterdam Wealth Planning
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
New Amsterdam Wealth Planning
Location
Long Branch, NJ
Credentials
CFP®, Series 63, Series 65
Industry experience
30 years
Donald La Fronz is a CERTIFIED FINANCIAL PLANNER™ with 30 years of industry experience. He has been the sole advisor at New Amsterdam Wealth Planning since 2020 and previously worked at FCG Wealth Management and FCG Advisors, LLC from 2014 to 2020. New Amsterdam Wealth Planning provides investment advisory and financial planning services to individual clients, including high-net-worth individuals. The firm employs a fundamental, value-oriented investment approach combined with tactical and strategic asset allocation, offering tailored advice and managing over $65 million across roughly fifty clients.
Based on New Amsterdam Wealth Planning
Financial planning fixed fees generally ranging from $750 to $5,000
$0 - $500,000: 1.400% $500,001 - $1,500,000: 1.250% $1,500,001 - $3,000,000: 1.000% Above $3,000,000+: Negotiable
Long Branch, NJ
New Jersey · New York · Texas
New Amsterdam Wealth Plannnig
2020 - Present (6 years)
FCG Wealth Management
2014 - 2020 (6 years)
FCG Advisors, LLC
2014 - 2020 (6 years)
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Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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.
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