Feldman Financial Services, LLC

Overview

Feldman Financial Services, LLC is a New Jersey-based limited liability company operated by an individual owner. The firm focuses on financial planning and runs educational seminars and workshops; it also provides selection-of-other-advisers services, positioning itself as a small, adviser-led practice that curates outside managers or specialists for clients as needed. Compensation comes through hourly charges, fixed fees and other non-commission arrangements. The firm identifies as a capital allocator, suggesting it places client capital with third-party managers or products rather than relying solely on proprietary solutions. Feldman Financial Services does not describe itself as an active ESG investor and does not present pension consulting as part of its service mix. It has an industry affiliation with an insurance company, which appears consistent with its use of insurance-linked products.

Investments & Alternatives

Location & Offices