Advisor at Schlosser Financial Services, Inc.
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
Schlosser Financial Services, Inc.
Location
Seaside Park, NJ
Credentials
CFP®, Series 63
Industry experience
20 years
Mark Schlosser is the principal of Schlosser Financial Services, Inc. in Seaside Park, NJ, with 29 years of experience in financial advising. He holds the CFP® designation and Series 63 license and has operated his independent firm since 1997. Schlosser Financial Services primarily serves individual clients and small businesses, providing comprehensive financial planning across insurance, investment, tax, retirement, and estate topics. The firm offers non-discretionary advisory services with multi-asset portfolios focused on low-cost, passively managed ETFs and mutual funds, using tools like Morningstar for ongoing monitoring and quarterly reviews.
Based on Schlosser Financial Services, Inc.
0.85% annually (flat rate)
Commissions are earned from insurance sales related to insurance planning activities; annuities that pay commissions are excluded from assets under management
Fee-only: Advisory fee of 0.85% annually based on assets under management; fees are negotiable for larger accounts
Seaside Park, NJ
New Jersey
Schlosser Financial Services
1997 - Present (29 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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.
Series 63, Series 65
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CFP®
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Sea Clear Financial Planning, LLC
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