Gary Mannuzza is a CFP-designated registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 9 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 281 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Fees are assessed up to 1.75% annually on the daily average net assets, billed monthly in arrears. Fees are negotiable and subject to discounting.
Fee Estimator
Location
1150 Raritan Rd., Suite 201, Cranford, NJ, 07016
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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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Gary is a partner in The Koenig Group, LLC, an accounting firm, and a member of New Jersey Garage Door, LLC, a garage door sales company. He also serves as a commissioner for the Housing Authority of the City of Linden, refers clients to RMR Wealth Builders, Inc., works as a consultant for JR Promotions, LLC, is a member of 1093 Raritan Realty LLC, and is a member of TKG Wealth Advisers, LLC.
Employment History
Current Registrations
Tkg Wealth Advisers LLC
Rmr Wealth Builders, INC.
Previous Registrations
Calton & Associates, INC.Broker
Calton & Associates, INC.
Avantax Investment Services, INC.Broker
Avantax Advisory Services
1st Global Advisors INC
1st Global Capital CORP.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.
Exams
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