Fee-only adviser · Red Bank, NJ
Valuealigned Partners
Valuealigned Partners is a fee-only investment adviser registered with the securities regulator of New Jersey, with its main office in Red Bank, New Jersey. On its latest Form ADV, filed April 21, 2026, it reports $76M in regulatory assets under management, 71 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 | State-registered: New Jersey |
|---|---|
| Firm CRD number | 125128 · SEC file 801-65145 |
| Office | 125 Half Mile Road Suite 200 Red Bank, NJ 07701 |
| Phone | (732) 800-2375 |
| Website | vapwealthadvisors.com |
| Regulatory assets under management | $76M ($70M discretionary) |
| Individual clients | 50 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Percentage of assets |
| Services | Financial planning, Portfolio management, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 21, 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 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 Red Bank
- Atlas Private Wealth Advisors $860M
- Withum Wealth Management $2.3B
- Smallwood Wealth Management $339M
- Lighthouse Financial Advisors, Inc. $1.1B
- Shorehaven Wealth Partners, LLC $542M
- Salvus Wealth Management, LLC $316M
See all 18 fee-only advisers in Red Bank →
Nearby
- Shrewsbury 1 firm
- Middletown 1 firm
- Atlantic Highlands 1 firm
- Eatontown 1 firm
- Tinton Falls 2 firms
- Holmdel 3 firms
- Monmouth Beach 1 firm
- Hazlet 1 firm
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