Adviso Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,575,487
Clients
10
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$357,549
About
Adviso Wealth works with individual clients — including some high-net-worth households — and employer plan sponsors, providing comprehensive financial planning, investment management, retirement-plan consulting, and project-based or hourly planning engagements. Services include written financial plans addressing retirement, tax and estate planning, cash-flow and debt management, insurance review, and business planning for owners.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily emphasizes passive investment management using index mutual funds and ETFs, while also drawing on fundamental, charting, and cyclical analysis and, when appropriate, outside managers. Account supervision is tailored to client objectives and risk tolerances, and the firm recommends custodians based on execution and service, typically using an institutional platform.
What is distinctive about the firm is its fee model and client focus: it operates as a fee-only adviser that does not charge percentage-of-assets-under-management fees but instead offers ongoing fixed or subscription-style fees, project-based engagements, and hourly work. The firm also provides educational seminars at no charge and emphasizes individualized written plans and services for business owners and plan sponsors — features that are less common among similarly organized independent advisers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Debt management
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
Fee options
Fixed fee for project-based financial planning ranging from $500 to $20,000, negotiable.
Hourly financial planning fees range from $300 to $450 per hour depending on complexity.
Ongoing comprehensive financial planning and investment management paid as fixed quarterly fee ($1,350-$9,000) or monthly fee ($450-$3,000), based on client complexity and needs.
Fee-only: Fixed fees ranging from $500 to $20,000 (project-based financial planning); ongoing comprehensive planning and investment management fees from $450 to $3,000 per month or $1,350 to $9,000 per quarter.
Main office location
Adviso Wealth
103 Carnegie Center, Suite 300
Princeton NJ 08540-6235, United States
Number of offices
2
Most active in
Adviso Wealth has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Pennsylvania
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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