Baron Financial Group LLC

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Client assets under management

$357,366,323

Clients

306

35% high-net worth

Advisors

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

153

Very High

Average account size

$1,167,864

About

Baron Financial Group, LLC provides investment supervisory services and financial planning primarily for individual and high-net-worth clients, and also serves pension plans and charitable organizations. The firm manages several hundred million dollars in client assets and delivers individualized portfolio management on both discretionary and non‑discretionary bases.

The firm’s investment process blends fundamental, quantitative and qualitative analysis and emphasizes asset allocation while employing both long‑ and short‑term strategies as appropriate to client objectives. Accounts are reviewed at least quarterly and clients receive periodic reports; financial planning is offered as an integrated service alongside portfolio management.

Compared with many peers, Baron distributes a quarterly client newsletter and offers ancillary client resources such as access to a Medicare consultant and mortgage/refinance guidance, reflecting a focus on client education and planning support. The firm’s most recent brochure amendment also discloses that it no longer uses margin/borrowing as part of its investment strategy, a change explicitly noted in its material changes section.

Client services

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)

Fee options

Fixed

$2,500 one-time financial planning fee, waived if initial assets under management are $500,000 or greater

Percentage

$0 - $2,000,000: 1.00% annually $2,000,001 - $5,000,000: 0.75% annually $5,000,001+: 0.50% annually

Main office location

Baron Financial Group LLC

16 00 Route 208 South, Suite 104

Fair Lawn NJ 07410-2504, United States

Number of offices

Most active in

California · Florida · Illinois · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is not 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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn YouTube Website 201-791-6408

Advisors at this firm

Anthony B

CFP®, CFA®, Series 63

Sarasota, FL

Baron Financial Group LLC

Anthony Benante is a CFP®, CFA®, and Series 63 licensed financial advisor with 19 years of industry experience. He has been with Baron Financial Group LLC since 2007. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, and charitable organizations, managing approximately $340 million in client assets through a five-advisor team. Baron Financial Group develops client investment policies based on detailed interviews and employs a combination of fundamental, quantitative, and qualitative analysis with both long- and short-term strategies, reviewing accounts at least quarterly.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)

James S

ChFC®

Fair Lawn, NJ

Baron Financial Group LLC

James Suazo is a ChFC® credentialed financial advisor with Baron Financial Group LLC in Morristown, NJ, and has four years of industry experience. He has been with Baron Financial Group since 2014, including time as a student prior to his professional tenure at the firm. Baron Financial Group, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, and charitable organizations. The five-advisor team manages approximately $340 million in client assets, employing a client-focused investment approach that includes fundamental, quantitative, and qualitative analysis alongside a mix of long- and short-term strategies.

Medicare planning Social Security optimization Elder care planning General estate planning guidance College savings (529s, UTMA, etc.)

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