BH
BH

Brooke Hardiman

6 Years of Experience
Parsippany, NJ

Brooke Hardiman is a registered investment advisor at Onepoint Bfg Wealth Partners, based in Parsippany, NJ, with 6 years of industry experience. Brooke operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 4 more. Their firm serves 8,647 clients with $15B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
120 advisors
Number of Clients
8,647 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$15.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Advisory fees are negotiated up to a maximum of 2.00% annually. The firm permits both fixed percentage and tiered fee schedules depending on the agreement.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

300 Kimball Drive, Suite 310, Parsippany, NJ, 07054

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Brooke provides administrative support to Bleakley Financial Group LLC, an independent investment advisor firm, since June 2022. This activity takes nearly full-time.

Employment History
Current Registrations
Onepoint Bfg Wealth Partners
July 2022 - Present · 4 yrs 3 mos
Previous Registrations
Private Advisor Group, LLC
July 2020 - July 2022 · 2 yrs
LPL Financial LLCBroker
December 2019 - April 2025 · 5 yrs 4 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
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