Adviso Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300⁠-⁠$450/hr

“Financial Planning engagements are offered at an hourly rate between $300 and $450 per hour, depending on complexity.”

Flat or project fee

$500⁠-⁠$20,000

“The fixed fee can range between $500 and $20,000, depending on complexity and the needs of the client.”

Monthly fee

$450⁠-⁠$3,000/mo

“This service consists of an ongoing fee that is paid quarterly, in advance, at the rate of $1,350-$9,000 per quarter, or monthly, in advance, at a rate of $450-$3,000 per month, based on complexity and needs of the client.”

Quarterly fee

$1,350⁠-⁠$9,000/qtr

From the same sentence as above.

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

How Adviso Wealth bills

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

• “The fee may be negotiable in certain cases.”
• “Fees for this service may be paid by electronic funds transfer or check.”
• “Upon termination, the fee will be prorated based on the percentage of work completed by the Advisor and refunded to the Client.”

How Adviso Wealth’s fees compare

• Its hourly rate of $300-$450 is above the New Jersey median of $300. 75% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 9 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $500-$20,000 spans the New Jersey median of $5,000. 80% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 6 of the 9 other planners in Princeton that publish a flat or project fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Adviso Wealth

• Principal: Sweta Bhargav
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Equity compensation
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Clients

10

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$3,575,487

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

308198

Website

twitter.com/advisowealth (opens in new tab)

Phone

(610) 840-2622

Can advise clients in 3 states: New Jersey, New York, Pennsylvania

Other planners in Princeton that publish fees

• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• KDT Advisors, LLCPrinceton$350/hr, $10,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500
• Northwest Criterion Asset Management, L.L.C.Princeton$350/hr, $1,000⁠-⁠$10,000

Compare all 19 planners in Princeton