Advisor at CRA Financial Services, L.L.C.
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.
Location
Northfield, NJ 08225
Credentials
Series 66
Industry experience
17 years
Donna Savastani is a financial advisor with CRA Financial Services, L.L.C. She holds the Series 66 designation and has 17 years of industry experience, all with CRA Financial Services since 2009. The firm provides comprehensive wealth management, financial planning, and retirement plan consulting to individuals, including high-net-worth clients. CRA employs an investment approach based on Modern Portfolio Theory, tailoring portfolios to clients’ risk tolerance and goals while utilizing a range of asset classes and strategies.
Based on CRA Financial Services, L.L.C.
Based on CRA Financial Services, L.L.C.
Fixed fees for financial planning and consulting services ranging from $1,000 to $5,000.
$0+: 0.75% to 1.00% annually (varies by account size and other factors) N/A - N/A: 0.40% to 1.00% annually for retirement plan consulting fees
Approximately $300 per hour for financial planning and consulting services.
Fee-only: Financial planning fixed fees generally range from $1,000 to $5,000; hourly fees generally $300/hour.
332 Tilton Road
Northfield, NJ 08225
New Jersey
CRA Financial Services, L.L.C.
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
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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