RoundAngle Advisors LLC

Updated today

Find your advisor

Client assets under management

$160,258,462

Clients

157

41% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$1,020,755

About

RoundAngle Advisors LLC provides investment advisory services to individuals (including high-net-worth clients), trusts, estates, retirement plans and business entities, managing roughly $215 million for about 157 clients through a two-advisor team. Services include discretionary asset management (stocks, bonds, ETFs, options and other public and private securities), 401(k) advisory for plan sponsors, asset monitoring, and financial planning and consulting.

The firm tailors portfolios to client objectives and regularly monitors and rebalances accounts, employing a mix of fundamental, technical and cyclical analysis and allowing long-, short-term and trading strategies as appropriate. RoundAngle explicitly uses options and other derivatives in separately managed accounts and operates both wrap-fee and non-wrap asset management offerings, transitioning most clients off wrap unless substantial trading costs (for example, options activity) justify a wrap structure.

Compared with many peers, RoundAngle recently became a subsidiary of Wealthspire while retaining a separate client brochure and has formal testimonial/endorsement arrangements — including written agreements and required disclosures about compensated endorsers. It also discloses affiliations with other advisers and insurance agencies and serves as a wrap-fee program sponsor, features that are less common among similar supported firms.

Client services

Financial planning Portfolio management Pension consulting Asset monitoring

Expertise

Options & derivatives strategies

Fee options

Fixed

Generally range from $1,500 to $10,000

Percentage

$0+: up to 2.00% annually (negotiable) Not explicitly stated - Not explicitly stated: 401(k) advisory fees up to 1.00% of Plan assets Not explicitly stated - Not explicitly stated: Asset Monitoring fees up to 0.50% annually

Project-based

Up to $500 per hour

Subscriptions

Ranges from $100 to $1,000 per month ($300 to $3,000 per quarter)

Other

Account minimum: $500,000 Fee-only: Hourly fee up to $500/hour, flat fees ranging from $1,500 to $10,000, monthly subscription fees from $100 to $1,000 per month ($300 to $3,000 per quarter)

Main office location

RoundAngle Advisors LLC

1 Harding Road, Suite 206

Red Bank NJ 07701, United States

Number of offices

Most active in

Florida · New Jersey · New York · Pennsylvania · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Trust company

They provide trust and estate administration services, typically for separate fees.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 732-889-3774

Advisors at this firm

Jonathan B

CFP®, PFS™, Series 66

Red Bank, NJ

RoundAngle Advisors LLC

Jonathan Bernstein is a financial advisor with RoundAngle Advisors LLC in Red Bank, NJ, holding CFP® and PFS™ designations and over 23 years of industry experience. He has been with RoundAngle Advisors and Purshe Kaplan Sterling Investments since 2015 and is a 99% partner at Bernstein & Bernstein CPA's LLP, providing accounting and tax services. Bernstein also works as a life insurance producer, advising clients on insurance products. RoundAngle Advisors serves individual and high-net-worth clients, trusts, ERISA-qualified retirement plans, and business entities, offering discretionary portfolio management, 401(k) consulting, and financial planning. The firm uses fundamental and technical analysis across various investment strategies and incorporates options, derivatives, and alternative investments when appropriate.

Options & derivatives strategies

Deirdre D

CFP®, Series 66

Red Bank, NJ

RoundAngle Advisors LLC

Deirdre De Rosa is a CFP® with eight years of experience in the financial industry. She is currently with RoundAngle Advisors LLC and has previously worked at Purshe Kaplan Sterling Investments, Bank of America, Merrill Lynch, and Fiduciary Trust Company. RoundAngle Advisors serves individual and high-net-worth clients, as well as trusts, ERISA-qualified retirement plans, and business entities. The firm offers discretionary portfolio management, 401(k) plan consulting, asset monitoring, and financial planning services, employing multiple investment strategies including options and derivatives tailored to client goals.

Options & derivatives strategies

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support