Fee-only adviser · Edison, NJ
Geremia Financial Services, LLC
Geremia Financial Services, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Edison, New Jersey. On its latest Form ADV, filed March 31, 2026, it reports $132M in regulatory assets under management and 130 individual clients. 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 | 156504 · SEC file 801-132072 |
| Office | 1090 King Georges Post Road Suite 801 Edison, NJ 08837 |
| Phone | (732) 738-5678 |
| Website | www.geremiafinancial.com |
| Regulatory assets under management | $132M |
| Individual clients | 99 non-high-net-worth, 31 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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
- Metuchen 2 firms
- Iselin 2 firms
- Highland Park 1 firm
- Colonia 1 firm
- Aberdeen 1 firm
- Matawan 2 firms
- Old Bridge 1 firm
- North Brunswick 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Geremia Financial Services, LLC? Update this listing.