Eagle Grove Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$45,790,000
Clients
64
19% 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
64
Very HighAverage account size
$715,469
About
Eagle Grove Advisors provides investment management and financial planning services to individual and high-net-worth clients, including continuous portfolio management, comprehensive and limited financial planning, and project or hourly planning engagements. The firm works with clients to establish investment objectives, asset-allocation targets, and ongoing financial plans that address retirement, tax, estate, and insurance needs.
The firm primarily uses a passive investment approach, constructing diversified portfolios of index mutual funds and exchange traded funds and implementing periodic rebalancing to align portfolios with clients’ stated objectives, time horizons, and risk tolerances. It may recommend or engage outside managers for portions of client assets and reviews those managers’ performance as part of its supervisory process.
A distinctive feature of the firm is that it advertises third‑party ratings in its materials, a practice noted as uncommon among peers, and it emphasizes tax competency—its principal holds CFP® and Enrolled Agent credentials and comprehensive planning clients may opt to have a basic personal tax return prepared in coordination with Inspired Vision Accounting. The firm also discloses adherence to multiple professional codes of conduct and states it does not accept commissions or other outside compensation for client recommendations.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001+: 0.85%
Financial Planning fee at $250 per hour
Minimum fee: Minimum annual fee of $7,450 for Investment Management Services Fee-only: Comprehensive Financial Planning Services minimum fee $7,450 per year or $620.83 per month; Financial Planning Hourly Fee $250 per hour
Main office location
Eagle Grove Advisors LLC
Westfield NJ, United States
Number of offices
1
Most active in
Eagle Grove Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California · New Jersey · New York · 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
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