Tibor Dani Jr.
Advisor at Wealthness LLC
Updated today
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
Wealthness LLC
Location
Boonton, NJ 07005
Credentials
CFP®, Series 66
Industry experience
24 years
About
Tibor Dani is a CFP® professional with 23 years of experience in financial services. He is the founder of Wealthness LLC and has previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of advising, he serves as a business consultant through Monetare LLC and hosts a talk show interviewing successful family business owners via Family Business Media. Wealthness LLC provides holistic wealth management to individuals, business-owning families, high-net-worth individuals, trusts, nonprofit organizations, and business entities. The firm offers comprehensive financial planning, asset management, business wealth consulting, and retirement plan consulting, including specialized services for qualified plans and held-away accounts.
Client services
Based on Wealthness LLC
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Expertise
Based on Wealthness LLC
Business ownership considerations
Business succession planning
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
General tax planning
Fee options
Fixed fees starting at $6,000 annually for comprehensive financial planning, $35,000 for the Freedom Blueprint, and $25,000 quarterly for Chief Wealth Officer services
1.00% annually
Fee-only: Fixed fees starting at $6,000 annually for comprehensive financial planning, $35,000 for the Freedom Blueprint, and $25,000 quarterly for Chief Wealth Officer services
Location
906 Main Street
Boonton, NJ 07005
Most active in
Tibor D has reported serving >5 clients in these states in the last 12 months.
New Jersey
Work history
Wealthness LLC
2019 - Present (7 years)
Monetare LLC
2019 - Present (7 years)
Family Business Media
2019 - Present (7 years)
Ameriprise Financial Services, Inc.
2003 - 2019 (16 years)
Tibor Dani, Sole Proprietor
2003 - 2019 (16 years)
Ameriprise Financial Services, Inc.
2003 - 2019 (16 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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