Fee-only adviser · Cedar Knolls, NJ
New Horizons Wealth Management
New Horizons Wealth Management is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Cedar Knolls, New Jersey. On its latest Form ADV, filed August 10, 2026, it reports $203M in regulatory assets under management, 228 individual clients and 4 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 | 328155 · SEC file 801-128979 |
| Office | 240 Cedar Knolls RD Suite 306 Cedar Knolls, NJ 07927 |
| Phone | (973) 540-1066 |
| Website | www.enjoymore30s.com |
| Regulatory assets under management | $203M |
| Individual clients | 193 non-high-net-worth, 35 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management |
| Employees | 9 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 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 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.
Other fee-only advisers in Cedar Knolls
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- Morristown 10 firms
- Florham Park 1 firm
- Chatham 1 firm
- Livingston 1 firm
- Montville 1 firm
- Roseland 2 firms
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