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New Amsterdam Wealth Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$65,810,000
Clients
52
54% high-net-worth
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
52
HighAverage account size
$1,265,577
About
New Amsterdam Wealth Planning provides investment advisory and financial planning services to individual clients, including high-net-worth individuals, through ongoing portfolio management and written financial plans. Services include continuous supervision of custodial accounts, retirement-plan rollover guidance, and implementation of investment recommendations when clients engage the firm for asset management.
The firm emphasizes fundamental, value-oriented investing with a long-term core while also using tactical and strategic asset-allocation techniques and option-writing strategies when appropriate. Advice is tailored to individual circumstances, with accommodation for legacy holdings and the ability to manage accounts on either a discretionary or non-discretionary basis.
The brochure notes a relatively large asset base managed by a single-advisor practice—managing over $65 million for roughly fifty clients—which results in a high assets-per-client profile for a solo firm. The firm requires custody with a designated major custodian to access institutional services (a disclosed potential conflict), discloses an economic incentive around retirement-rollover recommendations and an impartial conduct standard to address it, and further distinguishes itself by not aggregating trades into block orders and by leaving proxy-voting responsibilities to clients.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Options & derivatives strategies
Cash flow / budgeting
Fee options
Financial planning fixed fees generally ranging from $750 to $5,000
$0 - $500,000: 1.400% $500,001 - $1,500,000: 1.250% $1,500,001 - $3,000,000: 1.000% Above $3,000,000+: Negotiable
Main office location
New Amsterdam Wealth Planning
Long Branch NJ, United States
Number of offices
1
Most active in
New Amsterdam Wealth Planning has reported serving >5 clients in these states in the last 12 months.
New Jersey · New York · Texas
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:
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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.
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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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