T
$3.8M Total AUM
$3.8M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
2 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-09-2024
- Office Locations
- 1
Office Locations
-- Union NJ
About Team Financial Planning
Team Financial Planning is a New Jersey-based, owner-led RIA serving retail clients with holistic financial planning, including tax, estate, insurance, and business succession planning. The practice emphasizes asset allocation and risk management with ESG/socially responsible mandates, primarily using public funds (e.g., mutual funds) on Schwab custody.
Team overview
-- AVG AGE
$3.8M AVG AUM / ADVISOR
$290.1K AVG AUM / CLIENT
2.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
Sunsierre Newsome Atkinson
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #7790900
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,771,205 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,771,205 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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