Fee-only adviser · Princeton, NJ
Jantorno Financial Advisors, LLC
Jantorno Financial Advisors, LLC is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Princeton, New Jersey. On its latest Form ADV, filed June 10, 2026, it reports 45 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 | 131409 |
| Office | 13 Roszel Road Suite A-103 Princeton, NJ 08540 |
| Phone | (609) 919-0006 |
| Website | Not listed |
| Regulatory assets under management | Not reported |
| Individual clients | 19 non-high-net-worth, 26 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 10, 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.
- 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 Princeton
- Roundview Capital, LLC $2.1B
- Novi Wealth Partners $613M
- Halberstadt Financial Consultants Inc $185M
- Northwest Criterion Asset Management, L.L.C. $58M
- Songbird Capital, LLC $105M
- Eks Associates $324M
See all 26 fee-only advisers in Princeton →
Nearby
- Kingston 2 firms
- Skillman 1 firm
- Plainsboro 1 firm
- Princeton Junction 1 firm
- Lawrenceville 2 firms
- Mercerville 1 firm
- Hamilton 1 firm
- North Brunswick 1 firm
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