J
Jantorno Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
45
58% 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
45
HighAverage account size
$0
About
The firm provides personalized financial planning and investment advisory services to individuals, trusts, estates and charitable organizations. It begins with a complimentary initial consultation and delivers a written financial plan with tailored portfolio recommendations that clients may implement through a custodian or broker of their choice.
The investment approach emphasizes a longer-term buy-and-hold strategy with portfolio diversification and application of Modern Portfolio Theory, supported by third-party analytics; account reviews are performed on an intermittent or periodic schedule rather than through continuous monitoring. The firm does not exercise discretionary trading authority and requires client approval before executing recommendations.
Notably, the firm does not charge fees based on a percentage of assets under management and instead operates on fee-only arrangements such as hourly and fixed periodic fees, and it does not accept sales commissions or product-based compensation. The brochure also discloses that the firm’s managing member owns an unrelated residential construction business and performs limited administrative work for that company, a secondary business affiliation that the firm treats as separate from its advisory activities.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Annual fixed fee for quarterly reviews, portfolio evaluations, and rebalancing generally between $5,000 and $16,000.
Hourly rate of $250 for financial planning and updates.
Fee-only: Hourly fee of $250; Annual fixed fees for portfolio management generally range between $5,000 and $16,000, agreed case-by-case.
Main office location
Jantorno Financial Advisors, LLC
13 Roszel Road, Suite A 103
Princeton NJ 08540, United States
Number of offices
1
Most active in
Jantorno Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
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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