Fee-only adviser · Bedminster, NJ
Charter Advisory Group
Charter Advisory Group is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Bedminster, New Jersey. On its latest Form ADV, filed March 31, 2025, it reports $26M in regulatory assets under management, 5 individual clients and 1 employee who gives 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 | State-registered: New Jersey |
|---|---|
| Firm CRD number | 283795 |
| Office | 90 Washington Valley Road Bedminster, NJ 07921 |
| Phone | (908) 325-1707 |
| Website | www.charteradvisorygroup.com |
| Regulatory assets under management | $26M |
| Individual clients | 0 non-high-net-worth, 5 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2025 |
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.
Other fee-only advisers in Bedminster
- Heritage Financial Counselors, LLC $236M
- WP Asset Management $121M
- Carapace Financial Advisors LLC $106M
See all 4 fee-only advisers in Bedminster →
Nearby
- Far Hills 2 firms
- Somerville 1 firm
- Gladstone 2 firms
- Bridgewater 3 firms
- Basking Ridge 1 firm
- Martinsville 1 firm
- Warren 3 firms
- Chester 2 firms
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