JC
JC

John Campise

10 Years of Experience
Cranford, NJ

John Campise is a registered investment advisor at Tkg Wealth Advisers LLC, based in Cranford, NJ, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 163 clients with $69M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
163 clients
Average Client Portfolio
$421K average
Assets Under Management
$68.6M

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

The annual asset management fee is up to 1.75% of the value of the assets held in the client’s account(s). Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1150 Raritan Rd., Suite 201, Cranford, NJ, 07016

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

John is the sole member of Campise Financial Strategies, LLC, created in 2020 to provide financial advisory services under a DBA. The LLC is currently inactive.

Employment History
Current Registrations
Tkg Wealth Advisers LLC
February 2024 - Present · 2 yrs 2 mos
Previous Registrations
Park Avenue Securities LLC
April 2021 - October 2023 · 2 yrs 6 mos
Park Avenue Securities LLCBroker
April 2015 - October 2023 · 8 yrs 6 mos
State Registrations2 states
NJTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
John Campise - Financial Advisor | TrueAdvisor