V Traphagen is a PFS-designated registered investment advisor at Traphagen Financial Group, based in Oradell, NJ, with 22 years of industry experience. V operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 2,038 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $300K | 1.25% |
| $300K - $700K | 1.00% |
| $700K - $2.0M | 0.75% |
| $2.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Location
234 Kinderkamack Road, Oradell, NJ, 07649
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
V. is a CPA/Partner at Traphagen & Traphagen CPAs. This takes about 10-20% of V.'s time overall, with a few hours per week during trading hours.
Employment History
Current Registrations
Traphagen Financial Group
State Registrations2 states
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