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Jamie Fang

Advisor at Arkadios Wealth Advisors

Updated today

Location

Raritan, NJ 08869

Credentials

Series 66

Industry experience

15 years

About

Jamie Fang is a financial advisor with Arkadios Wealth Advisors in Raritan, NJ, holding a Series 66 license and 15 years of industry experience. He has been with Rivertan Financial Group, LLC since 2011 and with Arkadios Wealth Advisors since 2019. Fang also serves as Vice President of Operations at Rivertan Financial Group. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans, offering customized investment plans through a combination of advisor-managed accounts, third-party money managers, and financial planning. The firm operates a large network of affiliated advisors supported by an internal portfolio team and utilizes a range of analytical methods to guide investment strategies.

Client services

Based on Arkadios Wealth Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on Arkadios Wealth Advisors

Wealth management Retirement plans for business owners (SEP, solo 401k) Private / alternative investments

Occupation focus

Based on Arkadios Wealth Advisors

Founder/Business Owner Executive

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Fee options

Fixed

Financial planning fixed fees ranging from $250 to $15,000

Percentage

$0 - $250,000: 2.00% $250,001 - $500,000: 1.75% $500,001+: 1.50%

Project-based

Hourly rates ranging from $50 to $500 per hour for financial planning/consulting

Other

Account minimum: $10,000 Minimum fee: $10.42 monthly minimum fee for clients at NFS Fee-only: Financial planning fixed fees ranging from $250 to $15,000; hourly rates from $50 to $500 per hour

Location

575 Route 28 Suite 201

Raritan, NJ 08869

Most active in

New Jersey

Work history

Arkadios Wealth Advisors (DBA Rivertan Financial Group, LLC)

2019 - Present (7 years)

Arkadios Capital (DBA Rivertan Financial Group, LLC)

2019 - Present (7 years)

Rivertan Financial Group, LLC

2011 - Present (15 years)

Triad Advisors Inc.

2011 - 2019 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 63, Series 65

North Plainfield, NJ

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Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Madison, NJ

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Passive / index investing
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Highland Park, NJ

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Series 65

Bridgewater, NJ

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Wealth management Active portfolio management Retirement income strategy College savings (529s, UTMA, etc.)
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CFP®, Series 63, Series 65

Flemington, NJ

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Business ownership considerations Business exit / sale strategy Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Claudia M

CFP®, Series 63

Millington, NJ

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Divorce financial planning
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