Slosberg Financial Solutions, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
0% 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
50
HighAverage account size
$0
About
Slosberg Financial Solutions provides personalized financial planning and investment advice to pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, and supports retirement, education, tax and estate planning. The firm also prepares federal and state tax returns and sells annuities, life and health insurance and other commissioned products as a licensed insurance producer.
The firm typically implements portfolios using no‑load mutual funds and exchange‑traded funds with a strategic asset‑allocation approach, global diversification and a laddered fixed‑income strategy; most funds are held for the long term with occasional short‑term opportunities. Investment recommendations are non‑discretionary — trades are executed only after client approval, and the adviser does not accept discretionary trading authority or deduct advisory fees directly from custodial accounts.
Notable operational distinctions include its blended compensation model of hourly and fixed fees combined with commissions from insurance and annuity sales rather than a percentage‑of‑assets fee, and an affiliation that routes insurance business through an outside insurance firm. The adviser also provides pension and profit‑sharing plan consulting and seasonal tax consulting for a local CPA, services that extend beyond the typical investment‑management focus of many peers.
Client services
Financial planning
Pension consulting
Expertise
General retirement planning
Tax-loss harvesting
College savings (529s, UTMA, etc.)
General estate planning guidance
Income planning
Fee options
Fixed fee agreements for specific projects; amount quoted prior to engagement and payment due at end of project unless otherwise stated.
Commissions are charged for insurance products sold by the firm.
Hourly planning services at $175 per hour or negotiated rate.
Fee-only: Fees are negotiable and based on hourly charges ($175/hour or negotiated rate), fixed fees for projects, and commissions for insurance products.
Main office location
Slosberg Financial Solutions, LLC
Bridgewater NJ, United States
Number of offices
1
Most active in
Slosberg Financial Solutions, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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