Fee-only adviser · Westfield, NJ
Pasco Investment Advisors Inc
Pasco Investment Advisors Inc is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Westfield, New Jersey. On its latest Form ADV, filed January 12, 2026, it reports $50M in regulatory assets under management, 29 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 | 106133 · SEC file 801-47690 |
| Office | 509 East Broad ST. Westfield, NJ 07090 |
| Phone | (908) 518-1888 |
| Website | Not listed |
| Regulatory assets under management | $50M |
| Individual clients | 0 non-high-net-worth, 29 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 12, 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 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 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 Westfield
- Tepp Wealth Management $196M
- Redfield, Blonsky & Starinsky, LLC $59M
- Covington & Associates, Inc. $308M
See all 4 fee-only advisers in Westfield →
Nearby
- Cranford 6 firms
- Mountainside 2 firms
- Springfield 2 firms
- New Providence 1 firm
- Summit 8 firms
- Colonia 1 firm
- Berkeley Heights 1 firm
- Union 1 firm
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