Robert Mascia is a registered investment advisor at Green Ridge Wealth Planning LLC, based in Montville, NJ, with 14 years of industry experience. Robert 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 302 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Green Ridge Wealth Planning's annual fee for managing your investments ranges from 0.85% to 2% of the value of your portfolio. The exact fee depends on the amount you invest, the complexity of the services, and the level of administration required. Clients may receive financial planning at no additional cost.
Location
150 River Road, Suite E3, Montville, NJ, 07045
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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.
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Robert is a non-profit board member for Bernards Township, dedicating minimal time. He also owns GRWP Enterprises, an office building from which he collects rent, spending minimal time on this activity.
Employment History
Current Registrations
Green Ridge Wealth Planning LLC
Previous Registrations
Gladstone Wealth Group
LPL Financial LLCBroker
Metlife Securities INC.
Metlife Securities INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations3 states
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.