FXP Advisory Services LLC | Financial Advisor in Edison ,NJ

8 Lipnick Lane
Edison, NJ 08820

Guiding You to Financial Success


About

FXP Advisory Services LLC is a full service financial planning and
wealth management firm serving clients in Middlesex NJ and
surrounding areas including New York City.

32 Years of Experience



General Information
Firm Start Year:   2005
No.of Employees:   2-4
Name of Broker/Dealer:   Not affiliated with a specific Broker/Dealer
Name of Custodial Firm:   Various. Including National Financial (Fidelity) and Vanguard
Number of Years with Current Firm:   8
I work with the following types of clients:   Individual Investors , Businesses


Services
Investment Types:   Exchange Traded Funds (ETFs) , Bonds , Mutual Funds , Options & Futures , Stocks
I can meet clients in the following ways:   At my office , Via phone , Via email , At your office , At your home


Qualifications & Memberships
Firm Information
Assets Managed by Advisor:   $20 million


Compliance
Registered Investment Advisor:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation & Fees
Fee Structure:   I am a Fee-Only financial professional
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets , Flat Fee


Education
BS - Accounting  Saint Peter's College - Jersey City, NJ
September 1972- May 1977



FAQs

  • Do you have a customer satisfaction or refund policy? Yes. Clients can terminate services with one month notice. Refunds are given on a pro rata basis.
  • What are your qualifications? What is your education background? CFP. BS in Accounting.
  • What services do you offer? Comprehensive Finnacial Planning, Estate Planning, Investment Management and Retirement Planning.
  • How many clients do you currently manage? 25
  • Will you be the only person working with me? In most cases, yes.
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Frank Polashock

Frank Polashock

CRPC®, CERTIFIED FINANCIAL PLANNER™ Certificant, AAMS®, AWMA

Biography


Frank Polashock is the founder of FXP Advisory Services LLC, a fee-only Registered Investment Advisor (RIA) firm.

Prior to successfully starting his own firm, Mr. Polashock was the General Manager of CheckFree Investment Services, an information services firm that supported the financial services industry. Mr. Polashock also worked for most of his career at The Dun & Bradstreet Corporation where he was both a successful business manager and financial executive.

Frustrated with the high fees and lack of caring and attention that Mr. Polashock got from the brokerage community, Frank decided to gain the knowledge himself (including accreditations) to manage his own money. Not long thereafter, friends, family, and former business associates looked to Frank to manage their wealth as well, driving Frank to establish FXP Advisory Services.

Mr. Polashock is a graduate of St. Peters? College where he obtained a BS degree in accounting (1977). Mr. Polashock is a CFP® certificant, Accredited Wealth Management Advisor, Accredited Asset Management Specialist, and Chartered Retirement Planning Counselor®.

My Services


Financial Planning for Individuals

FXP Advisory Services has built its practice by focusing individually on our clients. Each relationship is completely personal. We believe that the purpose of wealth management is to improve the quality of your life. At FXP Advisory Services, you will work with a professional whose goals are to help you define and reach your objectives. We believe that the most important aspect of wealth management is gaining a complete understanding of your objectives, motivations, and concerns. We will work with you to address the key areas of wealth management - asset protection, disability and cash flow planning, debt management, investment planning, and estate planning. We analyze all of these areas throughout the course of the year. Our unique continuous reporting system enables you to see progress in relation to those items that you have identified as important. FXP Advisory Services is available to serve virtually any and all aspects of your financial life. We hope that you look upon our advisors as your "Chief Financial Officer" (CFO). To keep current, ongoing education is a requirement and expectation for all principals and team members of FXP Advisory Services.

Communities Served

Avenel Bayonne
Berkeley Heights Bridgewater
Chatham Colts Neck
Cranbury Edison
Elizabeth Fords
Freehold Hoboken
Jersey City Linden
Marlboro Middlesex
Monroe Township Morganville
New York Old Bridge
Princeton Secaucus
Short Hills Westfield
Woodbridge

Office Hours

Mon. 9:00 AM - 5:00 PM
Tue. 9:00 AM - 5:00 PM
Wed. 9:00 AM - 5:00 PM
Thu. 9:00 AM - 5:00 PM
Fri. 9:00 AM - 5:00 PM

Compensation Arrangements

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