TrueAdvisor
TrueAdvisor
AS
CFP
AS
CFP

Andy Schwartz

Onepoint Bfg Wealth Partners
41 Years of Experience
Parsippany, NJ
Sells Insurance
View SEC Summary
View SEC Summary

Andy Schwartz is a CFP-designated registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 41 years of industry experience. Andy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,647 clients with $15B in assets under management.

Onepoint Bfg Wealth Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
8,647 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$15.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiated up to a maximum of 2.00% annually. The firm permits both fixed percentage and tiered fee schedules depending on the agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Andy is a non-profit board member, involved in tax/investment business entities, and provides investment advisory services through Bleakley Financial Group, LLC, dedicating full-time hours to this. He also sells non-variable insurance products and engages in motivational speaking for a few hours per week.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
LPL Financial LLCBroker
February 2015 - May 2024 · 9 yrs 3 mos
Private Advisor Group, LLC
December 2014 - July 2022 · 7 yrs 7 mos
Northwestern Mutual Investment Services,llc
July 2007 - February 2015 · 7 yrs 7 mos
Northwestern Mutual Wealth Management Company
January 2003 - April 2007 · 4 yrs 3 mos
Northwestern Mutual Investment Services, LLCBroker
September 1985 - February 2015 · 29 yrs 5 mos
Robert W. Baird & CO. IncorporatedBroker
July 1985 - January 2002 · 16 yrs 6 mos
State Registrations2 states
FLNJ
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Parsippany, NJ →All financial advisors in New Jersey →