Fig Tree Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$32,253,036
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
110
14% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
110
Average account size
$293,209
About
Fig Tree Wealth Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm also offers pension consulting and plan-level advice and may conduct participant education and enrollment meetings for retirement plans.
Investment strategies emphasize diversified allocations to mutual funds, ETFs and, when appropriate, individual equity and fixed income positions, delivered through firm model portfolios (Core and P3) that are tailored to differing risk profiles and account minimums. The firm implements a Biblically Responsible Investing (BRI) overlay, using third‑party screening tools to reduce exposure to companies the firm deems inconsistent with specified Christian values, and may recommend third‑party money managers as part of portfolio construction.
Compared with many independent advisers, Fig Tree’s practice includes serving charitable organizations and providing pension consulting and educational seminars for plan participants, services that are less common among peers. The firm also discloses that its adviser(s) hold insurance licenses and may earn commission-based compensation for insurance products, a potential conflict clients should weigh alongside the advisory relationship.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
ESG / Sustainable investing
Demographic focus
Christian Faith Based
Fee options
Fixed fee financial planning services range from $250 to $10,000
$0 - $100,000: 1.5% $100,000 - $500,000: $1,500 + 1.0% of assets over $100,000 $500,000 - $1,000,000: $5,500 + 0.9% of assets over $500,000 $1,000,000 - $2,000,000: $10,000 + 0.8% of assets over $1,000,000 $2,000,000 - $4,000,000: $18,000 + 0.7% of assets over $2,000,000 $4,000,000 - $8,000,000: $32,000 + 0.6% of assets over $4,000,000 $8,000,000+: $56,000 + 0.5% of assets over $8,000,000
Insurance agents affiliated with the firm earn separate commissions for insurance product sales
Hourly fee for financial planning services ranges from $200 to $400 per hour
Account minimum: No minimum stated; however, accounts below a minimum size may be terminated at the firm's discretion Fee-only: Fixed fees for financial planning from $250 to $10,000; hourly fees from $200 to $400 per hour
Main office location
Fig Tree Wealth Management LLC
1199 Us 22
Mountainside NJ 07092, United States
Number of offices
2
Most active in
Fig Tree Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
Quick links
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