Advisor at Durant Financial Planning LLC
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Firm
Durant Financial Planning LLC
Location
West Milford, NJ
Credentials
CFP®, Series 63, Series 66
Industry experience
26 years
Jonathan Durant is a CFP® professional with 26 years of industry experience. He is the sole advisor at Durant Financial Planning LLC, an independent firm he has led since 2019. Prior to founding his firm, he worked at Fidelity Personal and Workplace Advisors and Strategic Advisers. Durant Financial Planning LLC serves individual clients, including both non-high-net-worth and high-net-worth households, managing approximately $22.2 million across about 54 accounts. The firm provides discretionary and non-discretionary portfolio management along with comprehensive financial planning, primarily focusing on mutual funds and exchange-traded funds through firm-developed model portfolios and a range of investment strategies.
Based on Durant Financial Planning LLC
Fixed fees generally range from $2,000 to $10,000 for financial planning services, negotiable based on complexity and scope.
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% Above $5,000,001+: Negotiable
$250 per hour, negotiable depending on scope and complexity.
Account minimum: No minimum stated; however, the firm reserves the right to terminate accounts that fall below a minimum size deemed too small to manage effectively, with the ability to combine related accounts to meet minimums.
West Milford, NJ
New Jersey
Durant Financial Planning LLC
2019 - Present (7 years)
Durant Financial Planning LLC
2019 - Present (7 years)
UNEMPLOYED
2019 - 2019 (1 year)
Fidelity Personal And Workplace Advisors
2018 - 2019 (1 year)
Strategic Advisers
2000 - 2018 (18 years)
Fidelity Brokerage Services, Inc.
1999 - 2019 (20 years)
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Is active or affiliated with:
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
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Other specialized services
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