Eric Mancini

Our Mission To achieve financial success by building wealth, limiting risk & attaining financial security for our clients & their families through a life cycle of services.

Overview Traphagen Financial Group is a comprehensive financial services firm comprised of accounting and wealth management departments located in , Oradell, NJ. Our Accounting department specializes in taxation, financial reporting & advisory services, including financing and M&A. Our wealth management department manages client investment assets and provides comprehensive estate, tax, and financial planning services.

The Traphagen experience is based on a tradition of trust and integrity. We are uniquely positioned to be your trusted financial advisor. TFG professionals combine the value of their individual credentials to achieve a comprehensive view of both your business and personal goals and objectives.

We are continuously commended for our excellent client service and depth of service provided. We know you are our most valuable asset and we always put your needs first. Traphagen Financial Group is personally dedicated to the success of our clients and their business. We are compassionate and we treat our clients like family. While many of our clients are located in Northern New Jersey and the Metropolitan area, we service clients throughout the United States.

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Firm Start Year

1970

No. of Employees

20-49

CRD#

5231486

Firm CRD#

107764

Insurance License#

9073284

Name of Broker/Dealer

Fidelity, Schwab

Name of Custodial Firm

Fidelity, Schwab

States Licensed in

Insurance: NJWealth Advising/Investment Management: All

Years of Experience in Financial Services

16

Number of Years with Current Firm

13

Work Experience

Partner & Director of Investment Research/Wealth Advisor (Traphagen CPAs & Wealth Advisors): Oradell, NJ 10/2009 - Current Wealth Advisor/Financial Analyst (Brinton Eaton; now Mariner): Madison, NJ 10/2007 - 4/2009 Financial/Estate Planner (BLS Advisors): Riverdale, NJ 3/2006 - 10/2007

Work with the following types of clients

Businesses, Non-Profit Organizations, Individual Investors

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services

Investment Types

Annuities, Stocks, Bonds, Options & Futures, Mutual Funds, Alternative Investments, Private Investments, Exchange Traded Funds (ETFs), Mortgages & Real Estate, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Phone, Our Office, Your Home, Video Conference, Email

Certifications, Accreditations & Designations

CFP^®, CFA^®, CAIA^®

Securities Licenses

Series 65

Insurance and Annuity Licenses

Health, Life

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Firm's Number of Clients

1200

Firm's Number of Planning Clients

600

Firm's Number of Managed Clients

1100

Assets Managed by Firm

$1.3B

Advisor's Number of Clients

120

Advisor's Number of Managed Clients

110

Advisor's Number of Planning Clients

90

Assets Managed by Advisor

$1.2 Billion (Firm)

Fee Structure

Fee-Only

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Hourly

Fee % Based on Assets

0.5%-1.0%

Bachelors of Science - Economics (Focus in Finance)

Pennsylvania State University
8/1997 - 8/2001

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Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1885617/financialadvisor-traphagen-financial-group-detailed-disclosure