Zachary Tombs
Zachary Tombs is a registered investment advisor at Private Client Group Asset Management, based in Gladstone, NJ, with 7 years of industry experience. Zachary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 106 clients with $140M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial Plan - Fees typically range from $1,000 to $5,000, depending on the complexity of the client's circumstances.
- Hourly Financial Planning - Up to $350 per hour.
- Financial Planning based on assets under consultation - Fees will not exceed 2.0% of the value of the assets under consultation.
Location
240 Main Street, Suite 200, Gladstone, NJ, 07934
Get directionsHistory
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
Zachary works as a financial advisor at Private Client Group, a financial planning firm, since November 2024. This takes up a full-time commitment, including during trading hours, and involves assisting clients with accounts and financial needs.
Employment History
Current Registrations
Private Client Group Asset Management
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
Previous Registrations
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Citizens Investment Services
Citizens Securities, INC.Broker
State Registrations13 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.