Kaplan Financial Advisors, LLC
Kaplan Financial Advisors, LLC is a Fee-Only financial planning and investment management firm located in Berkeley Heights, NJ. We work with clients across NJ, the US and overseas. We're located about 1 hour by car or train from Manhattan.
Our clients tend to be "delegators" who want professional input in all areas of financial life. We work with "best in class" SMEs (subject matter experts) in insurance, education planning, estate planning and taxes. These experts have combined work experience exceeding 150 years.
Our clients include single women (divorced, widowed) and couples. We work with higher net worth individuals and self-employed business people.
I use Dimensional Fund Advisors funds to provide low-cost, high-quality investment vehicles for our clients. The result is a seamless, water-tight approach to financial planning that gives our clients the highest probability of achieving their goals for the reasons that are important to them.
On-going clients are billed a percentage of assets under management. Our quarterly minimum fee is $12,000. We do some limited additional work on an hourly or fee-for-project basis.
Please see our website for more information: www.kaplanfinancialadvisors.com. We can be reached by email (Eve@KaplanFinancialAdvisors.com) or phone: 1-908-898-0549