Fee-only adviser · Kinnelon, NJ
Asset Advisory Group, Inc.
Asset Advisory Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Kinnelon, New Jersey. On its latest Form ADV, filed February 27, 2026, it reports $480M in regulatory assets under management, 171 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 106618 · SEC file 801-46343 |
| Office | 170 Kinnelon Road, Suite 3 Kinnelon, NJ 07405 |
| Phone | (973) 492-0808 |
| Website | www.assetadvisorygroup.com |
| Regulatory assets under management | $480M ($453M discretionary) |
| Individual clients | 85 non-high-net-worth, 86 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Nearby
- Boonton 1 firm
- Towaco 2 firms
- Montville 1 firm
- Wayne 2 firms
- Oakland 1 firm
- Fairfield 4 firms
- Parsippany 5 firms
- Totowa 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Asset Advisory Group, Inc.? Update this listing.