National Retirement Planning Experts

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Local Professionals

Frank Lepore

Bleakley Financial Group

100 Passaic Avenue
Suite 300

Fairfield, NJ 07004
(973) 2444237

A Focused Mission from a Trusted Partner

About Bleakley Financial Group

Bleakley Financial Group offers individuals, families and business owners independent financial planning and wealth management advice in a small team environment. Our advisory model is based on a disciplined financial planning process that addresses the full complexity of your financial situation.

Specialized Teams and Individual Attention

We built our advisory team from the ground up to provide you with an independent option for your financial planning and wealth management needs. The strength and size of our infrastructure gives us the bandwidth to solve sophisticated financial situations while keeping our advisor to client ratio low.

Comprehensive Financial Planning and Wealth Management

We want to help protect what is important to you, improve your life and secure your family's future. Our method as your financial partner is to provide a truly comprehensive solution, working in close collaboration with your legal and accounting advisors to make recommendations within the infrastructure of a financial plan.

Culture of Client Service Excellence

Our firm's culture is rooted in service. Every member of our experienced team is committed to providing you with an unmatched client experience. Dedicated, accessible and responsive to your needs, we work together to bring you the strategies, products and guidance we believe serve your best interest.

General Information

Firm Start Year

1980

No.of Employees

100-499

CRD#

4695659

Name of Broker/Dealer

LPL Financial

States Licensed in

all States

Years of Experience in Financial Services

18

Number of Years with Current Firm

18

Compliance

Registered Investment Advisor

Yes

Registered Representative

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

Qualifications & Membership

Certifications, Accreditations & Designations

Certified in Long-Term Care (CLTC)

Securities Licenses

Series 6, Series 66, Series 65, Series 7

Insurance and Annuity Licenses

Disability, Variable Life, Long Term Care, Variable Annuity, Annuity, Health, Life

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Compensation Methods

Flat Fee

Minimum Fee Charged for Managed Accounts

.25

Minimum Fee Charged for Hourly Planning Accounts

1.50

Disclaimer

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Bleakley Financial Group are separate entities from LPL Financial. The LPL Financial registered representative associated with this site may only discuss and/or transact securities business with residents of the following states: AL, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MO, MN, MT, NC, ND, NE, NJ, NH, NM, NV, NY, OH, OK, OR, PA, RI, TN, TX, SC, SD, UT, VA, VT, WA, WI, WY