Aligning Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed August 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“At AW’s discretion, Hourly Financial Planning Services may be available at the rate of $250 per hour.”

Flat or project fee

$2,000⁠-⁠$40,000

“Ongoing Comprehensive Financial Planning Services Annual fees for Ongoing Comprehensive Financial Planning Services typically range between $2,000 and $40,000, and they will be billed either quarterly in advance or monthly in arrears.”

Annual fee

$6,000/yr

“For this service, AW typically requires a minimum annual fee of $6,000, which may be reduced or waived on a case-by-case basis.”

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

How Aligning Wealth bills

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

• “However, fees could be negotiable based on factors such as the complexity of your financial situation or total assets under management.”
• “The first monthly payment is 8 due in advance at the start of the engagement and covers client onboarding, data gathering, and setting the basis for the financial plan.”
• “Beginning the second month, monthly fees are billed in arrears.”

How Aligning Wealth’s fees compare

• Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
• None of the 3 other planners in Jersey City that publish an hourly rate charge less.
• Its flat or project fee of $2,000-$40,000 spans the New Jersey median of $5,000. 90% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Jersey City that publish a flat or project fee charge less.
• Its annual fee of $6,000 is below the New Jersey median of $6,318. 40% of the 47 other New Jersey planners that publish an annual fee charge less.
• None of the 2 other planners in Jersey City that publish an annual fee charge less.

About Aligning Wealth

• Principal: Jenna VanLeeuwen
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2021 (5 years).

Planning areas mentioned in the brochure

• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

16

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$3,965,320

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

314838

Website

instagram.com/aligningwealth (opens in new tab)

Phone

(201) 380-0215

Can advise clients in 2 states: New Jersey, New York

Other planners in Jersey City that publish fees

• Ahara AdvisorsJersey City$1,000/hr
• Astra Wealth PartnersJersey City$7,200/yr
• Ballaster FinancialJersey City$500⁠-⁠$5,000, $10,000/yr
• Ciro Capital LLCJersey City$500/hr
• Taurus FinancialJersey City$1,100⁠-⁠$2,000
• Westport AdvisoryJersey City$500/hr

Compare all 8 planners in Jersey City