Adp Strategic Plan Services, LLC
Roseland, NJ·SEC-registered · CRD #286555
Adp Strategic Plan Services, LLC is an SEC-registered investment advisory firm in Roseland, NJ managing $24B across 91k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$24B
Client accounts
91k
Advisory staff
6
Fee model
Fee-based
How Adp Strategic Plan Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Adp Strategic Plan Services, LLC
How much does Adp Strategic Plan Services, LLC manage?
Per its most recent SEC Form ADV filing (06/05/2026), Adp Strategic Plan Services, LLC reports $24B in regulatory assets under management across roughly 91k client accounts.
How does Adp Strategic Plan Services, LLC charge?
Adp Strategic Plan Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Adp Strategic Plan Services, LLC a fiduciary?
Yes. Adp Strategic Plan Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #286555), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Adp Strategic Plan Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Adp Strategic Plan Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Roseland, NJ
Profile compiled from Adp Strategic Plan Services, LLC's public SEC Form ADV filing (CRD #286555, filed 06/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Adp Strategic Plan Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Adp Strategic Plan Services, LLC? Claim this profile.