Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

155 E. 3rd Street, Moorestown, NJ, 08057

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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
Moneta Group Investment Advisors, LLC
September 2025 - Present · 5 mos
Lane Hipple - Wealth Management Group
December 2024 - Present · 1 yr 2 mos
State Registrations9 states
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Advisor
Exams
No exam information available for this advisor.