Fee-only adviser · Cranford, NJ
Volpe Investments LLC
Volpe Investments LLC is a fee-only investment adviser registered with the securities regulators of New Jersey, New York, with its main office in Cranford, New Jersey. On its latest Form ADV, filed September 23, 2026, it reports $22M in regulatory assets under management, 67 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, New York |
|---|---|
| Firm CRD number | 340047 |
| Office | 23 North Avenue East, Suite 1 Cranford, NJ 07016 |
| Phone | (908) 325-9878 |
| Website | www.volpeinvestments.com |
| Regulatory assets under management | $22M |
| Individual clients | 60 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 23, 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 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 Cranford
- Virtus Wealth Solutions $595M
- Everguide Financial Group, LLC $45M
- Westfield Wealth Management, LLC $92M
- Merrion Investment Management Co, LLC $245M
- S.f. Ehrlich Associates, Inc. $186M
See all 6 fee-only advisers in Cranford →
Nearby
- Westfield 4 firms
- Springfield 2 firms
- Union 1 firm
- Mountainside 2 firms
- Vauxhall 1 firm
- Colonia 1 firm
- Summit 8 firms
- Maplewood 1 firm
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