Jonathan Durant
Jonathan Durant is a CFP-designated registered investment advisor at Durant Financial Planning LLC, based in West Milford, NJ, with 26 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 54 clients with $22M 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 $100K | 1.25% |
| $100K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees negotiable for accounts above $5,000,001.
Fee Estimator
Location
West Milford, NJ
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2019Customer Dispute
December 2010Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Jonathan owns rental property since 2015, dedicating minimal time to it. He is also the Chief Compliance Officer at Durant Financial Protection, an insurance business, spending a few hours per week on insurance sales.
Employment History
Current Registrations
Durant Financial Planning LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
State Registrations1 state
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.