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Financial Futures

Updated today

Client assets under management

$263,523,000

Clients

204

44% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

68

High

Average account size

$1,291,779

About

Financial Futures is a fee-only financial planning and investment management firm that works with individuals, families, trusts, estates, charitable organizations and small businesses, providing written financial plans, implementation assistance, and ongoing monitoring. The firm manages approximately $270 million across roughly 200 client relationships and offers both comprehensive planning engagements and limited-scope hourly consultations.

Investment implementation follows a strategic asset-allocation, core-and-satellite approach that uses passive, low-cost index and ETF core holdings while selectively adding actively managed funds and other instruments; portfolios are globally diversified and reviewed semi‑annually or more often as needed. The adviser typically operates with discretionary trading authority and may employ a broad set of instruments—including equities, fixed income, mutual funds, ETFs, options and certain alternative or private investments—when appropriate to a client’s plan.

Distinctive features for a firm of this size include the relatively large assets under management paired with a small advisor team and a multi-disciplinary staff holding CFP and tax credentials, with some advisers also providing tax-preparation services through separate entities. The firm is strictly fee-only, does not accept commissions or soft-dollar benefits, and does not vote client proxies, instead providing clients with written financial-plan updates and oversight of implementation.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

College savings (529s, UTMA, etc.) General retirement planning General tax planning Passive / index investing

Occupation focus

Founder/Business Owner

Fee options

Fixed

Financial planning fee typically ranges from $2,500 to $5,000

Percentage

$0 - $3,000,000: 0.25% $3,000,000 - $5,000,000: 0.225% $5,000,000 - $10,000,000: 0.1875% $10,000,000 - $15,000,000: 0.15% $15,000,000+: 0.125%

Project-based

$300 - $500 per hour

Other

Minimum fee: $2,000 quarterly minimum fee Fee-only: Fee-only financial planning and investment management

Main office location

Financial Futures

River Place Executive Center, 1027 Nj 70, Suite 201

Brielle NJ 08730, United States

Number of offices

1

Most active in

California · Florida · Nevada · New Jersey · New York · Pennsylvania

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jorie J

CFP®

Brielle, NJ

Financial Futures

Jorie Johnson is a CFP® professional with 22 years of experience, currently serving at Financial Futures, LLC since 2003. She is based in Brielle, NJ, and is part of a four-advisor team at the firm. Financial Futures is a fee-only advisory firm offering personalized financial planning and discretionary investment management to a diverse client base, including individuals, families, trusts, pension plans, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining low-cost passive index and ETF exposures with active funds for diversification, managing approximately $217 million across about 178 client relationships.

College savings (529s, UTMA, etc.) General retirement planning General tax planning Passive / index investing Founder/Business Owner
user avatar

Eric F

CFP®, Series 65

Brielle, NJ

Financial Futures

Eric Feldman is a CFP® professional with nine years of experience in financial advising. He has worked at Financial Futures since 2018 and previously at Odigo Financial and Karl Storz Endoscopy America. Feldman is also the sole member of Four15 Advisors, LLC, a tax preparation firm serving individuals and small businesses. Financial Futures is a fee-only advisory firm that offers personalized financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach with a combination of low-cost passive index and ETF exposures alongside active funds for diversification.

College savings (529s, UTMA, etc.) General retirement planning General tax planning Passive / index investing Founder/Business Owner
user avatar

Kaye F

CFP®

Brielle, NJ

Financial Futures

Kaye Fiske is a CFP® professional at Financial Futures with eight years of industry experience. She has been with Financial Futures LLC since 2018 and previously served five years on the Rumson Township Board of Education. Financial Futures is a fee-only advisory firm that provides personalized financial planning and discretionary investment management to individuals, families, trusts, pension and profit-sharing plans, charitable organizations, and small businesses. The firm uses a strategic asset-allocation, core-and-satellite approach emphasizing low-cost passive index and ETF exposures combined with active funds and other instruments for diversification, managing portfolios globally.

College savings (529s, UTMA, etc.) General retirement planning General tax planning Passive / index investing Founder/Business Owner
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