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Derrick Horvath

2 Years of Experience
Woodland Park, NJ

Derrick Horvath is a registered investment advisor at Amber Wealth Advisors, LLC, based in Woodland Park, NJ, with 2 years of industry experience. Derrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Amber Wealth Advisors offers ongoing financial planning for a recurring monthly fee ranging from $350 to $650. An initial fee of $750 - $1,500 covers the initial construction of the financial plan.

Amber Wealth Advisors offers project-based financial planning for a fixed fee between $3,500 and $7,500, or an hourly rate of $300.

Annual Retainer:$4,200 - $7,800/year
One-Time Plan:$3,500 - $7,500
Hourly Rate:Up to $300/hr
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Location

Woodland Park, NJ

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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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Employment History
Current Registrations
Amber Wealth Advisors, LLC
June 2023 - Present · 2 yrs 11 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.
Derrick Horvath - Financial Advisor | TrueAdvisor