Access Wealth fees and pricing
Financial planner in East Hanover, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Access Wealth charges an annual fee of $8,000-$18,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $8,000-$18,000/yr
“These fees are negotiable and typically range from $8,000 to $18,000 per year. payable on a quarterly basis.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Access Wealth bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The investment advisory fee is negotiable in the sole discretion of Access Wealth.”
- “These fees are negotiable and typically range from $1,500 to $5,000 depending on the complexity of the client's situation.”
- “We will offer a full refund on the financial planning fee if the client notifies us, in writing, within 10 days of receiving the financial plan that they are not satisfied with it.”
How Access Wealth’s fees compare
- Its annual fee of $8,000-$18,000 is above the New Jersey median of $6,318. 77% of the 47 other New Jersey planners that publish an annual fee charge less.
About Access Wealth
“Recommendations of Other Advisers Darren Zagarola, Howard Milove and Howard Hook are the owners of DHH Advisors, LLC, (“DHH”) an SEC registered investment adviser that provides comprehensive financial planning and investment advisory services.”
- Firm size: 6 employees.
- Registered as an adviser: 2001 (25 years).
Planning areas mentioned in the brochure
- Tax planning
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
- 1.5% a year
- Clients
- 363
- Employees
- 6
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and other services
- Assets managed
- $539,117,584
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 112973
- Phone
- (973) 740-2400
Can advise clients in 10 states: California, Florida, North Carolina, New Jersey, New York, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia
Other planners in New Jersey that publish fees
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
- 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.