AEM Asset Management, LLC fees
Financial planner in Somerset, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, AEM Asset Management, LLC (Somerset, NJ) charges $100-$300 an hour and a flat or project fee of $250-$1,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change.
- Hourly rate
- $100-
$300/hr Runs from below the New Jersey median of $300 up to it.
“Depending on the arrangements made at the inception of the engagement, we may alternatively agree to an hourly fee of which ranges between $100 and $300 depending on the scope and complexity of the plan, your situation, and your financial objectives.”
- Flat or project fee
- $250-
$1,000 Below the New Jersey median of $4,750; 4% of the 74 other planners in New Jersey that publish a flat or project fee charge less.
“We charge a fixed fee for financial planning services, which generally ranges between $250.00 $1,000.00.”
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
- Team size
- 2 employees
- Registered since
- 2020 (6 years)
How AEM Asset Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If you have pre-paid advisory fees that we have not yet earned, you will receive a prorated refund of those fees.”
- “The fee is negotiable depending upon the complexity and scope of the plan, your financial situation, and your objectives.”
- “Our financial planning fees are negotiable and payable on completion of the contracted services.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 44
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $118 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 30, 2026
- CRD number
- 310360 (opens in new tab)
- Phone
- (973) 714-6437
Registered or notice filed in 3 states: New Jersey, New York, Pennsylvania
More planners in New Jersey that publish fees
- KinVest Capital Management, Inc.MillburnFlat $250-$50,000
- Mindful Advisory, LLCShort HillsHourly up to $250/hr, Flat $1,500-$10,000
- Joint Financial LLCFranklin LakesFlat $5,000-$6,500, Monthly $350-$500/mo
- Conklin Shure FinancialGlen RidgeHourly $325/hr, Monthly $220-$320/mo
- Tucker Wealth AdvisoryWestfieldHourly $325/hr, Flat $2,000-$7,500
- Adviso WealthPrincetonHourly $300-$450/hr, Flat $500-$20,000
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.