Connor Barbella-Roesler
Connor Barbella-Roesler is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Warren, NJ, with 4 years of industry experience. Connor operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.
Fee Estimator
Location
28 Mountain Blvd., Warren, NJ, 07059
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 ActivitiesSells Insurance
Connor sells fixed insurance products since May 2023, dedicating about 10% of his time to this activity. This investment-related activity is conducted at the branch location.
Employment History
Current Registrations
Kintra Wealth, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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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