Advisor at Slosberg Financial Solutions, LLC
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
Slosberg Financial Solutions, LLC
Location
Bridgewater, NJ
Credentials
CFP®
Industry experience
18 years
Ronald Slosberg is a CFP® professional with 18 years of industry experience. He has been the principal advisor at Slosberg Financial Solutions, LLC since 2007. Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, with additional services in retirement, education, tax, and estate planning. The firm uses a strategic asset-allocation approach with global diversification, primarily implementing portfolios through no-load mutual funds and ETFs, and employs a blended compensation model combining hourly and fixed fees with commissions from insurance and annuity sales.
Based on Slosberg Financial Solutions, LLC
Fixed fee agreements for specific projects; amount quoted prior to engagement and payment due at end of project unless otherwise stated.
Commissions are charged for insurance products sold by the firm.
Hourly planning services at $175 per hour or negotiated rate.
Fee-only: Fees are negotiable and based on hourly charges ($175/hour or negotiated rate), fixed fees for projects, and commissions for insurance products.
Bridgewater, NJ
New Jersey
Slosberg Financial Solutions LLC
2007 - Present (19 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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 65
Highland Park, NJ
Parkview Capital Management
Series 65
Bridgewater, NJ
GA Advisors LLC
CFP®, Series 63
Millington, NJ
Epona Financial Solutions
Series 63, Series 65
Annandale, NJ
Macmillan Financial LLC
CFA®
Far Hills, NJ
Manley Capital Management, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")