Fee-only adviser · Mountainside, NJ
Talisman Wealth Advisors, LLC
Talisman Wealth Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mountainside, New Jersey. On its latest Form ADV, filed March 31, 2026, it reports $251M in regulatory assets under management, 141 individual clients and 2 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 | 313283 · SEC file 801-120785 |
| Office | 1162 Springfield Ave 2nd Floor Mountainside, NJ 07092 |
| Phone | (908) 519-8120 |
| Website | www.talismanwealthadvisors.com |
| Regulatory assets under management | $251M |
| Individual clients | 73 non-high-net-worth, 68 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 4 |
| 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 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 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 Mountainside
Nearby
- Springfield 2 firms
- Westfield 4 firms
- Summit 8 firms
- New Providence 1 firm
- Cranford 6 firms
- Berkeley Heights 1 firm
- Chatham 1 firm
- Short Hills 7 firms
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