A
Amber Wealth Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Although registered as an investment adviser, the firm does not manage client assets and instead provides fee-only financial planning and educational group coaching to individuals and high-net-worth individuals. Services are offered on both ongoing and project-based terms and may include business planning, cash flow and debt management, retirement and estate planning, insurance and tax-planning coordination, and referrals to third‑party professionals.
In developing recommendations, the firm uses a mix of fundamental analysis and principles of modern portfolio theory and may suggest both passive and active investment vehicles and asset allocation strategies as part of a comprehensive plan. Investment advice is delivered as part of the planning engagement rather than through discretionary portfolio management; clients retain responsibility for implementing trades and choosing custodians.
Notable departures from peers include the firm’s reliance on hourly and fixed planning fees rather than percentage-of-assets charges and the absence of asset management or custody services despite the firm’s investment-manager classification. The firm is small and recently formed, and its principal maintains full‑time tax employment and retainer tax consulting work, a disclosed outside activity that may affect the time available for advisory services.
Client services
Financial planning
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Fixed fee for project-based financial planning ranging from $3,500 - $7,500
Hourly rate of $300 for project-based financial planning
Minimum fee: Initial fee of $750 - $1,500 for initial financial plan construction; monthly ongoing fees range from $350 - $650 Fee-only: Fee-only compensation from clients for financial planning services
Main office location
Amber Wealth Advisors, LLC
Woodland Park NJ, United States
Number of offices
1
Most active in
Amber Wealth Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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