3I Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 12, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,500

“Each new client of 3i Wealth Management will be charged a one-time upfront fee of $1,500.”

Annual fee

$2,500/yr

“Client accounts that have assets of $275,000 or less will pay a fixed annual fee of $2,500.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 3I Wealth Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of 3i Wealth Management's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of 3i Wealth Management’s fees, within five business days of signing the Financial Planning Agreement.”

How 3I Wealth Management LLC’s fees compare

• Its flat or project fee of $1,500 is below the New Jersey median of $5,000. 12% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• None of the 4 other planners in Fairfield that publish a flat or project fee charge less.
• Its annual fee of $2,500 is below the New Jersey median of $6,318. 17% of the 47 other New Jersey planners that publish an annual fee charge less.

About 3I Wealth Management LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• College planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

109

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$28,386,687

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

310590

Website

3iwealthmanagement.com (opens in new tab)

Phone

(973) 600-9481

Other planners in Fairfield that publish fees

• Caldwell Fairfield AdvisorsFairfield$550/hr
• Cornerstone Planning GroupFairfield$100⁠-⁠$1,000/hr, $500⁠-⁠$100,000
• Granite Rose Wealth Alliance LLCFairfield$300/hr, $1,000⁠-⁠$10,000
• Key Client Fiduciary Advisors, LLCFairfield$25,000
• Strategic Family Wealth Counselors, L.L.C.Fairfield$2,500

Compare all 9 planners in Fairfield