Tibor Dani is a CFP-designated registered investment advisor at Wealthness LLC, based in Boonton, NJ, with 23 years of industry experience. Tibor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 35 clients with $28M 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Clients with accounts in place before the current fee schedule are charged fees according to their original agreement. Fees are billed quarterly in advance. Wealthness may waive its minimum fee and/or charge a lesser investment advisory fee based upon certain criteria.
Fee Estimator
Location
906 Main Street, Boonton, NJ, 07005
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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 →Other Business Activities
Tibor works as a business consultant for Monetare LLC, offering guidance to business owners on improving cash flow and business value. He also hosts a talk show for Family Business Media, interviewing successful family business owners a few hours per week.
Employment History
Current Registrations
Wealthness LLC
Previous Registrations
Ids Life Insurance CompanyBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.