OAKBOURNE ADVISORS

Name: OAKBOURNE ADVISORS
Address: 200 CONNELL DRIVE, BERKELEY HEIGHTS, NJ 07922, berkeley heights, NJ, US
Telephone: (908) 850-9991
Price range: $0.5–$2 % of assets/year

Financial Advisor serving Berkeley Heights, New Jersey

📍 200 CONNELL DRIVE, BERKELEY HEIGHTS, NJ 07922

📞 (908) 850-••••

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📍 200 CONNELL DRIVE, BERKELEY HEIGHTS, NJ 07922

About OAKBOURNE ADVISORS

OAKBOURNE ADVISORS is a financial advisor located in Berkeley Heights, New Jersey. As a local financial advisor, they serve Berkeley Heights and surrounding communities in New Jersey. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Berkeley Heights should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the New Jersey securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Berkeley Heights

Budget

$0.5

% of assets/year

Average

% of assets/year

Premium

% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Berkeley Heights may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Berkeley Heights

✓ Check online reviews and ratings before hiring

✓ Get multiple quotes to compare pricing

✓ Verify licensing and insurance

✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Berkeley Heights?

Financial Advisors in Berkeley Heights typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.

How do I choose the best financial advisor in Berkeley Heights?

Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 1 financial advisors in Berkeley Heights to choose from.

Does OAKBOURNE ADVISORS offer free quotes?

Contact OAKBOURNE ADVISORS directly to ask about free estimates. You can also request a quote through ProHorizon.