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Mark Scordato & Associates

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Client assets under management

$0

Clients

0

Advisors

0

of 3 employees

Firm type

No Active Advisors

Clients per advisor

—

Average account size

—

About

The firm offers financial planning services, including hourly consultations and tailored written plans, with a stated practice focus on seniors and retirement issues. Its brochure notes that it has not entered into advisory client engagements and does not manage investment accounts or maintain custodian relationships.

Scordato & Associates delivers oral advice and written guidance on topics such as retirement, estate, tax and college planning, with clients retaining discretion over implementation. Compensation is primarily through hourly charges for consultations and fixed fees for written plans that scale by asset tiers, rather than through percentage‑of‑assets fees commonly used by investment managers.

What is distinctive for a firm in this category is its combination of planning‑only services with personnel who are also registered representatives of a broker‑dealer and licensed insurance producers; the brochure discloses that broker commissions, 12b‑1 fees and insurance commissions may be received. The firm’s planning‑only model, use of hourly and fixed‑plan fees, and brokerage/insurance affiliations are atypical among investment‑manager firms.

Client services

Financial planning

Expertise

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) Charitable giving & philanthropy General tax planning

Demographic focus

Approaching retirement

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Fee options

Fixed

Written financial planning fees: Comprehensive plans $1,500 to $2,500; Basic plans $750 to $1,250 based on asset levels

Project-based

$250 to $350 per hour, billed in 10-minute increments

Other

Fee-only: Hourly fees ranging from $250 to $350 per hour; Financial planning fixed fees from $750 to $2,500 depending on plan type and client assets

Main office location

Mark Scordato & Associates

119 Cherry Hill Road, Suite 135

Parsippany NJ 07054, United States

Number of offices

1

Most active in

More info

New Jersey

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

1-888-331-4540
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