Traphagen Financial Group's Form ADV discloses 1.50% on the first $100,000, 1.25% on the next $200,000, 1.00% on the next $400,000, 0.75% on the next $1.3 million, 0.50% on the next $8 million, and 0.40% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #107764), Traphagen Financial Group is subject to fiduciary duty under federal law.
Traphagen Financial Group is headquartered in ORADELL, NJ.
Traphagen Financial Group serves 561 high-net-worth clients according to their SEC filing dated March 2, 2026. View client details ↓
According to their SEC Form ADV, Traphagen Financial Group offers financial planning and portfolio management for individuals. View all service details ↓
Traphagen Financial Group manages $2.3 billion in client assets according to their SEC filing dated March 2, 2026.
According to their SEC Form ADV, Traphagen Financial Group serves high-net-worth individuals. View client details ↓