Durant Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$22,173,000
Total clients
54
41% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
54
Average account size
$410,611
About
The firm is a single-advisor independent registered investment adviser that works with individual clients, including both non-high-net-worth and high-net-worth households, managing roughly $22.2 million across about 54 client accounts. It offers discretionary and non-discretionary portfolio management alongside comprehensive financial planning and financial consulting, with primary advice focused on mutual funds and exchange-traded funds.
The investment approach typically uses firm-developed model portfolios for retirement accounts and draws on methods such as fundamental and cyclical analysis and modern portfolio theory, with strategies that range from long-term holdings to occasional short-term trading when considered suitable. The adviser generally operates with discretionary authority when engaged, tailors allocations to client objectives and risk tolerance, and recommends a national custodian for custody and trade execution while retaining flexibility to use other brokers as appropriate.
Noteworthy for a small independent firm, the adviser is affiliated with an insurance agency and is separately licensed to sell insurance products, earning commission-based compensation that is distinct from advisory fees—a relationship the brochure identifies as a potential conflict of interest. The brochure also discloses a prior regulatory matter involving the firm’s principal that has been resolved, and the adviser maintains CFP certification.
Client services
Expertise
Fee options
Fixed fees generally range from $2,000 to $10,000 for financial planning services, negotiable based on complexity and scope.
$0 - $100,000: 1.25% $100,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $5,000,000: 0.70% Above $5,000,001+: Negotiable
$250 per hour, negotiable depending on scope and complexity.
Account minimum: No minimum stated; however, the firm reserves the right to terminate accounts that fall below a minimum size deemed too small to manage effectively, with the ability to combine related accounts to meet minimums.
Main office location
Durant Financial Planning LLC
West Milford NJ, United States
Number of offices
1
Most active in
New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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