Tepp Financial Planning
Tepp Financial Planning (CRD# 283899) is a financial advisory firm headquartered in Westfield, NJ. They manage $13,200,000 in 125 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management13MILLION
Total Number of Accounts125ACCOUNTS
Average Account Value$105,600
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
David Tepp (CRD# 6146562) is an Investment Advisor Representative working at Tepp Financial Planning in Westfield, NJ and has over 4 years of experience in the finance industry.