Teplitz Financial Group LLC's Form ADV discloses 1.00% on the first $1 million, 0.75% on the next $1.5 million, 0.56% on the next $2.5 million, 0.42% on the next $5 million, and 0.31% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #122038), Teplitz Financial Group LLC is subject to fiduciary duty under federal law.
Teplitz Financial Group LLC is headquartered in OLD BRIDGE, NJ.
Teplitz Financial Group LLC serves 47 high-net-worth clients according to their SEC filing dated September 8, 2026. View client details ↓
According to their SEC Form ADV, Teplitz Financial Group LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
Teplitz Financial Group LLC manages $132 million in client assets according to their SEC filing dated September 8, 2026.
According to their SEC Form ADV, Teplitz Financial Group LLC serves high-net-worth individuals and institutional clients. View client details ↓