Advisor at MD Wealth Advisors 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
MD Wealth Advisors Inc
Location
Cranford, NJ 07016
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Mohit Desai is a CFP® professional with 15 years of industry experience, currently serving as the sole advisor at MD Wealth Advisors Inc. His prior work includes roles at Fidelity Personal and Workplace Advisors, Fidelity Brokerage Services LLC, and Strategic Advisers. In addition to his advisory work, he owns and operates a tax preparation business. MD Wealth Advisors is an independent, state-registered firm that serves individuals, trusts, estates, charitable organizations, businesses, and pension or profit-sharing plans. The firm manages approximately $85 million in discretionary assets, offering holistic wealth planning, investment management, retirement plan advisory, and trustee services through tailored portfolios based on fundamental analysis and client objectives.
Based on MD Wealth Advisors Inc
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Based on Complexity
$250 per hour, negotiable
Minimum fee: $5,000 to $50,000 annually, flat fee for holistic wealth planning
20 Commerce Drive, Suite 135
Cranford, NJ 07016
New Jersey · New York · Texas
The Leaders Group Inc
2024 - Present (2 years)
MD Wealth Advisors Inc.
2019 - Present (7 years)
MD Tax Advisors
2019 - Present (7 years)
Fidelity Personal and workplace Advisors
2018 - 2019 (1 year)
Fidelity brokerage Services LLC
2012 - 2019 (7 years)
Strategic Advisers
2012 - 2018 (6 years)
Mohit Desai, Sole Proprietor
2010 - Present (16 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.
Series 65
Staten Island, NY
Heartland Northeast LLC
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
CFP®
Jersey City, NJ
McPherson Financial Advisors, Inc.
Series 65
Highland Park, NJ
Parkview Capital Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Series 65
Jersey City, NJ
Quadram Capital LLC
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