Accretive Wealth Partners, LLC fees
Financial planner in Parsippany, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated June 2, 2026, Accretive Wealth Partners, LLC (Parsippany, NJ) charges up to $450 an hour for financial planning.
- Website: accretivewealthpartners.com (opens in new tab)
- Call (973) 970-2627
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed June 2, 2026. Fees can change.
- Hourly rate
- Up to $450/hr
Can go up to $450; the New Jersey median is $300.
“Hourly engagements range up to $450 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CFA
- Team size
- 3 employees
How Accretive Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for Advisory Services Wealth and Investment Management Services Investment advisory fees generally are billed quarterly, in advance of each calendar quarter, pursuant to the terms of the investment advisory agreement.”
- “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”
- “Fees may be negotiable at the sole discretion of AWP and, as a result, potential or existing Clients may pay higher or lower fees than noted above and one Client may pay a higher fee to AWP than a second Client who is receiving substantially similar services.”
About Accretive Wealth Partners, LLC
“AWP provides customized investment advisory solutions for its Clients. Wealth management services include personal Client contact and interaction while providing both discretionary and non-discretionary investment management and ongoing financial planning services.”
- Founded: 2018 (8 years).
Planning areas mentioned in the brochure
- Charitable giving
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 204
- Works with
- Individuals, high net worth individuals, banks, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $505 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of June 2, 2026
- CRD number
- 299544 (opens in new tab)
- Phone
- (973) 970-2627
Registered or notice filed in 13 states: California, Florida, Louisiana, Maryland, Massachusetts, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Virginia
Other planners in Parsippany that publish fees
- Sax Wealth Advisors, LLCParsippanyHourly $300/hr, Flat $2,500-$50,000
More planners in New Jersey that publish fees
- Calrivan Wealth ManagementRandolphHourly $250/hr, Flat $1,200-$3,500
- IEM Asset Management, LLCRed BankFlat $1,000-$50,000
- Granite Rose Wealth Alliance LLCFairfieldHourly $300/hr, Flat $1,000-$10,000
- Ridgewood InvestmentsSpringfieldHourly $450-$1,000/hr
- Beacon TrustMorristownFlat $5,000-$15,000
- Webb Financial Planning LLCHaddon HeightsHourly $250/hr, Quarterly $625-$2,500/qtr
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.