A.m. Perricone LLC fees and pricing
Financial planner in Shamong, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, A.m. Perricone LLC charges a flat or project fee of $20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $20,000
“Ongoing Financial Planning Services AMP charges a fixed annual fee for ongoing financial planning services that will not exceed $20,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How A.m. Perricone LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on an average daily balance of the account for the previous quarter.”
- “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
- “Clients enrolled in the Altruist One Program will be billed according to the fee schedule outlined above.”
How A.m. Perricone LLC’s fees compare
- Its flat or project fee of $20,000 is above the New Jersey median of $5,000. 89% of the 168 other New Jersey planners that publish a flat or project fee charge less.
About A.m. Perricone LLC
- Principal: Alex Perricone
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Tax planning
- College planning
- Equity compensation
- Cash flow and budgeting
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.25% a year
- Clients
- 19
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $3,960,769
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 336599
- Phone
- (609) 949-4672
Can advise clients in 2 states: New Jersey, Pennsylvania
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- Access WealthEast Hanover$8,000-$18,000/yr
- Adviso WealthPrinceton$300-$450/hr, $500-$20,000
- Ahara AdvisorsJersey City$1,000/hr
- Align Advisor Group, LLCVineland$5,000, $300/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.