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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-23-2021
- Office Locations
- 1
Office Locations
About Wrought Financial Planning
Wrought Financial Planning is a fee-only, fixed-fee CFP® fiduciary firm based in Haddonfield, NJ serving travel-loving young families and entrepreneurial, self-employed professionals nationwide (often navigating equity comp or student debt). The team pairs life-centered planning with cash-flow, tax, debt, and portfolio guidance—no product or insurance sales. Paperless, remote-first service via Zoom; custodians include Altruist and Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Andrew Ross Mastro
Chief Compliance Officer, Founder, Managing Member, President
- CRD
- #4980327
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $44,246,188 | -- |
| Non-Discretionary | $0 | -- |
| Total | $44,246,188 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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