Ofc Financial Planning, LLC

Ofc Financial Planning, LLC (CRD# 133846) is a financial advisory firm headquartered in Short Hills, NJ. They manage $39,251,502 in 35 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $1,121,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Ofc Financial Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michi N. Magee
CRD#: 1084651
35 Canoe Brook Rd, Short Hills, NJ 07078
96
Wealthminder
score

Michi Magee (CRD# 1084651) is an Investment Advisor Representative working at Ofc Financial Planning, LLC in Short Hills, NJ and has over 8 years of experience in the finance industry. Michi Magee 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.

2
Jeffrey R. Waters
CRD#: 1581068
Short Hills, NJ
96
Wealthminder
score

Jeffrey Waters (CRD# 1581068) is an Investment Advisor Representative working at Ofc Financial Planning, LLC in Short Hills, NJ and has over 30 years of experience in the finance industry. Jeffrey Waters 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.

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