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Paladin Research Report For:

Eric Mancini

Traphagen Financial Group

CAIA®CFP®CFA®
234 Kinderkamack Rd
Oradell, NJ 07649
201-345-5155

About 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.

See Disclosures

General Information

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, Individual Investors, Non-Profit Organizations
Advisory Services Provided
  • Tax Advice and Services, Financial Advice & Consulting, Investment Advice & Management, Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®, CFA®, CAIA®
Securities Licenses
  • Series 65
Insurance and Annuity Licenses
  • Life, Health
Financial Organization Memberships
  • National Association of Personal Financial Advisors (NAPFA)

Firm Information

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)

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $500,000
Compensation Methods
  • Based on Assets, Hourly
Fee % Based on Assets
  • 0.5%-1.0%

Education

Bachelors of Science - Economics (Focus in Finance)

Pennsylvania State University
8/1997 -8/2001

Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1885617/paladinregistry-Traphagen-Financial-Group-detailed-disclosure.html