Paul Cipriano is a CFP-designated registered investment advisor at Cipriano Wealth Management LLC, based in Whippany, NJ, with 30 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 5 more. Their firm serves 21 clients with $14M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.00% |
| $300K+ | 0.75% |
Minimum annual fee of $3,000. Fees are negotiable depending on client circumstances.
Fee Estimator
Contact
Paul Cipriano
Location
Whippany, NJ
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Regulatory History
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 →Employment History
Current Registrations
Cipriano Wealth Management LLC
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
Citicorp Securities Services, INC.Broker
Citigroup Global Markets INC.Broker
Banc of America Securities LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Lehman Brothers INC.Broker
Morgan Stanley & CO., IncorporatedBroker
Painewebber IncorporatedBroker
State Registrations1 state
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