Ajp Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000⁠-⁠$50,000/yr

“Clients may also be billed on a non-wrap fee basis, with an annual flat fee ranging from $10,000 to $50,000.”

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

About Ajp Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2018 (8 years).

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

2.5% a year

Clients

20

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$25,856,541

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

290623

Phone

(302) 654-3100

Can advise clients in 2 states: Delaware, Pennsylvania

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