Baron Financial Group, LLC

Financial Advisor in Bergen County, NJ

Firm Info
Address: 16-00 NJ-208, Fair Lawn, NJ 07410, USA
Phone: (201) 791-6408

Firm Size
Assets Under Management: $347 million
# of Advisors: 5
# of Clients: 906
Client to Advisor Ratio: 181:1
Average Account Size: $383,045
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

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Baron Financial Group LLC Overview

Baron Financial Group LLC is an investment advisory firm that is based in Fair Lawn, NJ. The firm has been providing its comprehensive range of investment advice services to clients since 2007. As a registered investment advisory firm, Baron Financial provides investment advice only, which is critical in establishing a certain degree of transparency in the financial services that it offers. The fee arrangement for this firm is a fee-based structure, which means that fees are charged based on the amount of services provided and the level of assets being managed. The firm offers a range of investment services, including financial planning, portfolio management for individuals and small businesses, and pension consulting services. Baron Financial Group also offers educational seminars and workshops that are geared towards empowering its clients with the knowledge and tools needed to make informed decisions about their investments. With a strong reputation for providing sound, customized financial advice to its clients, Baron Financial Group LLC stands out as a competitive and reliable option for those looking for investment advice.

BARON FINANCIAL GROUP LLC serves a diverse range of clients, including individuals, high net worth individuals, pension or profit sharing plans, and charitable organizations. With a wealth of experience and expertise, the firm is well-equipped to serve the distinct needs and goals of each and every client, whether that be in terms of investment strategies, financial planning, or any other related service. With considerations for the various needs of its clients, BARON FINANCIAL GROUP LLC offers a range of fee structures depending on the particular service provided. The fee structures available include a percentage of assets under management (AUM), whereby a percentage is charged based on the total value of the assets being managed. Additionally, BARON FINANCIAL GROUP LLC offers fixed fees, which are set rates charged for certain predetermined services. These fee structures allow clients to choose the payment method that best fits their financial situation and investment needs.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of Baron Financial Group LLC, there is no mention of an investment minimum for the firm.

How This Office Can Help Bergen County, NJ Residents

Baron Financial Group, LLC is a financial planning firm that provides customized financial solutions to its clients in Bergen County, NJ. With an experienced team of financial advisors, the company offers expertise in areas such as retirement planning, investment management, estate planning, and more. For clients who are starting out, the firm works with them to set financial goals, create budgets and establish saving plans. This can be especially valuable for younger clients who are just beginning their careers and may not have much experience in managing their finances. For individuals who are already established, Baron Financial Group offers strategies designed to help them transition into retirement and ensure that they are financially prepared for the future. The firm also offers guidance on college savings planning, insurance, and tax planning, which can particularly benefit individuals or families in Bergen County who are grappling with the high cost of living in the area. Ultimately, Baron Financial Group takes a holistic approach to financial planning, tailoring their services to meet the specific needs of each client, and helping them navigate the unique financial challenges that come with living in Bergen County, NJ.

To view the Minimum Investment and Fee Schedule for Baron Financial Group LLC, visit their Part 2 Brochure.

Services Offered by Baron Financial Group LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Baron Financial Group LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 16-00 NJ-208, Fair Lawn, NJ 07410, USA
Phone (201) 791-6408
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

Firm Headquarters
Firm headquarters location 16-00 ROUTE 208 SOUTH, SUITE 104, FAIR LAWN, NJ 07410-2504, United States

This firm has no other locations.

State Registrations

Baron Financial Group LLC is registered to service clients in the following states:

  • California
  • Florida
  • Illinois
  • New Jersey
  • New York
  • Pennsylvania
  • Texas

Disciplinary History

Baron Financial Group LLC does not have any disclosures. Please visit it's Form ADV for more details.