New Century Financial Group, LLC

Assets Under Management

$192.9M

Number of Clients

894

Number of Advisors

11

Average Client AUM

$216K

AUM per Advisor

$17.5M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

New Century aims to help clients achieve financial independence by providing a range of financial, retirement, and estate planning services. They offer financial planning, consulting, investment, and wealth management services, tailored to individual client needs and risk tolerance. They utilize various investment programs through Osaic Wealth, Inc.

Fee Structure

Financial Planning:Included in AUM fee
Areas of Practice
Retirement PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
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Location

One Airport Place, Suite 3, Princeton, NJ, 08540

11 Advisors at this firm