Advisor at Buckman Advisory Group LLC
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Firm
Buckman Advisory Group LLC
Location
Little Silver, NJ 07739
Credentials
CFP®, Series 66
Industry experience
16 years
Wendy Adler is a CFP® with 16 years of industry experience, currently serving at Buckman Advisory Group LLC. She has worked with LRI LLC dba Lindberg & Ripple since 2019 and has been affiliated with TD Ameritrade Inc. since 2010. Outside of her advisory role, she is involved in small business marketing consulting through WBA Management, LLC. Buckman Advisory Group, LLC provides discretionary portfolio management and financial planning services to individuals, high-net-worth clients, trusts, estates, retirement plans, and charitable organizations. The firm employs a strategic asset-allocation process using mutual funds, equities, bonds, and ETFs, managing approximately $236 million across over 800 client relationships.
Based on Buckman Advisory Group LLC
Based on Buckman Advisory Group LLC
Financial planning flat fees between $1,500 and $10,000
$0 - $250,000: 1.75% annually $250,001 - $1,000,000: 1.50% annually $1,000,001+: 1.25% annually
Commissions from sale of securities and insurance products; 12b-1 fees; transaction fees on non-wrap accounts ($27.99 per trade)
$150 to $300 per hour for financial planning
Account minimum: $50,000
44 Church Street
Little Silver, NJ 07739
Florida · New Jersey · Pennsylvania
LRI LLC dba Lindberg & Ripple
2019 - Present (7 years)
M Holdings Securities, Inc.
2019 - Present (7 years)
TD Ameritrade Inc
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:
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.
Is not active or affiliated with:
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.
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