Decesare Retirement Specialists
Decesare Retirement Specialists (CRD# 121458) is a financial advisory firm headquartered in Marlton, NJ. They manage $13,037,300 in 118 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts118ACCOUNTS
Average Account Value$110,486
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Market timing services
Stephen DeCesare, CFP® (CRD# 2738353) is an Investment Advisor Representative working at Decesare Retirement Specialists in Marlton, NJ and has over 16 years of experience in the finance industry. Stephen DeCesare has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.