T
Tucker Wealth Advisory
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
40
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
40
Average account size
$0
About
Tucker Wealth Advisory provides fee‑only financial planning and related consulting to individuals—with a primary focus on high‑net‑worth clients—and to business owners. Services include comprehensive written financial plans offered on ongoing or project bases, business planning, employee benefits optimization, estate and tax planning, and coordination with third‑party attorneys, accountants, and insurance professionals.
The firm does not provide portfolio management, custody, or discretionary trading; investment advice is delivered within financial plans and clients implement recommendations through their chosen custodians. Its analysis and recommendations draw on modern portfolio theory alongside fundamental, technical, and cyclical methods, and it evaluates mutual funds and ETFs using both passive and active strategies to inform asset allocation and long‑term planning.
Distinctive features relative to many independent peers include the absence of percentage‑of‑AUM fees and the lack of asset management—Tucker Wealth Advisory instead uses fixed and project‑based fee arrangements and accepts no commissions. The firm’s principal holds CFP® and CFA® credentials and an MBA from a leading business school, and the practice also offers CFO consulting to small companies and active participation in client meetings with attorneys and tax advisors, which may be atypical for a solo adviser.
Client services
Financial planning
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Fee options
Initial comprehensive financial plan fee up to $5,000; project-based fixed fees between $2,000 and $7,500
$325 per hour billed in 15 minute increments
Recurring fixed fee for ongoing financial planning starting at $500 monthly or quarterly
Fee-only: Fixed recurring fees starting at $500 monthly or quarterly; initial comprehensive plan fee up to $5,000; project-based fixed fees $2,000 to $7,500; hourly rate $325/hr
Main office location
Tucker Wealth Advisory
Westfield NJ, United States
Number of offices
1
Most active in
Tucker Wealth Advisory 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 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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