David Tepp is a PFS-designated registered investment advisor at Tepp Wealth Management, based in Westfield, NJ, with 13 years of industry experience. David 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 156 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tepp Wealth Management's annual fee for managing your investments is negotiable, typically ranging from 0.5% to 2.0% of the value of your portfolio. The specific fee depends on the size of your portfolio, the complexity of the services, and the level of administration requested. Fees are billed quarterly, based on the portfolio value at the end of the quarter.
Location
210 Elmer Street, Westfield, NJ, 07090
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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 ActivitiesSells Insurance
David is the owner/president of CPA TEPP Accounting & Business Services Inc, spending nearly full-time on this role. He also works as an insurance broker for health, group benefits, life, annuities, LTC, and DI, and is an investment committee member for a community temple.
Employment History
Current Registrations
Tepp Wealth Management
Previous Registrations
Signator Investors, INC.
Signator Investors, INC.Broker
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.