Asbury Wealth Partners

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About Asbury Wealth Partners

At Asbury Wealth Partners, it is our mission to help you prosper by creating a custom financial and investment management plan, tailored specifically for you. Our comprehensive strategies were developed to help you achieve your personal financial goals, to prudently care for your lifetime of savings and to take advantage of investment opportunities.

We take our fiduciary responsibility very seriously by constantly monitoring portfolios and ensuring good communication to you about where you stand. Our diversified approach towards portfolio management combines both strategic and tactical principles. Using in-house, proprietary, and state-of-the-art techniques, we design custom portfolios and avoid cookie-cutter strategies.

No matter your stage in life, you deserve competent and thoughtful professional advice. We are honored to offer a complementary consultation to explore how we can be a part of your successful financial story.

See Disclosures

General Information

Firm Start Year

2017

No. of Employees

CRD#

2754305

Firm CRD#

6413

Insurance License#

536813

Name of Broker/Dealer

LPL Financial

Name of Custodial Firm

LPL Financial

States Licensed in

AL, AZ, CA, CO, FL GA, MI, NV, NC, OR, TX, UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

I am an independent wealth advisor and Certified Financial Planner (CFP®) with over 25 years of Wall Street experience. I begin my career working in New York as a bond and stock trader. I am currently President of Asbury Wealth Partners, a full service financial planning and investment advisory firm. I offer a unique Wall Street perspective towards personal finance.

Work with the following types of clients

Non-Profit Organizations, Individual Investors, Businesses

Foreign Languages Serviced

None

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 7, Series 24, Series 55

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Health, Annuity, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Assets Managed by Firm

120000000

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

$40,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Based on Assets, Flat Fee

Fee % Based on Assets

1%-2%

Flat Fee Rate

$500

Additional Details on Charges

Fee structure dependent on total client assets under our care.

Minimum Fee Charged for Managed Accounts

NEGOTIABLE

Minimum Fee Charged for Flat Fee Accounts

$500

Education

Bachelor of Arts - Comparative History

Rutgers College
1993 - 1995

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC. The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AZ, CA, CO, CT, FL, IN, MA, MI, MT, NC, NJ, NM, NV, NY, OH, SC, TX, UT, VA, WI. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER" and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements. Check the background of investment professionals associated with this site on FINRA's BrokerCheck. ©Copyright 2025, Asbury Wealth Partners

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