MD Wealth Advisors Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$105,204,224
This total excludes 21 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
163
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
163
Average account size
$645,425
About
MD Wealth Advisors Inc. provides holistic wealth planning and investment management to individuals, trusts, estates, charitable organizations, and businesses, and also delivers retirement-plan advisory and trustee services. The firm offers limited hourly engagements, assists with implementation through third‑party managers, and its principal operates an affiliated tax‑preparation practice and sells insurance products.
The firm constructs individually tailored, discretionary portfolios using fundamental analysis and considers tax and cash‑flow factors as part of ongoing financial-plan monitoring; account reviews are performed at least quarterly and more frequently as market or client circumstances change. For employer clients, services include plan design and monitoring, investment‑option review, participant education, and assistance selecting or onboarding outside managers.
Distinctive features that set the firm apart from many independent peers are its explicit offering of pension/profit‑sharing plan advisory and pension consulting, provision of trustee services, and the owner’s affiliated accounting/tax‑preparation business. The brochure discloses the resulting potential conflicts of interest from insurance and tax services and describes mitigation steps such as disclosures, policies, and adherence to a fiduciary duty to place client interests first.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Retirement plans for business owners (SEP, solo 401k)
Tax-loss harvesting
Occupation focus
Founder/Business Owner
Self-Employed
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Based on Complexity
$250 per hour, negotiable
Minimum fee: $5,000 to $50,000 annually, flat fee for holistic wealth planning
Main office location
MD Wealth Advisors Inc
20 Commerce Drive, Suite 135
Cranford NJ 07016, United States
Number of offices
2
Most active in
MD Wealth Advisors Inc has reported serving >5 clients in these states in the last 12 months.
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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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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