Aljen Asset Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“AAM’s planning and consulting fees are negotiable, but generally range from $400 to $15,000 on a fixed fee basis, and from $100 to $300 on an hourly rate basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”

Flat or project fee

$400⁠-⁠$15,000

From the same sentence as above.

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

How Aljen Asset Management LLC bills

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

• “Fees are invoiced after the financial plan is completed.”
• “In the limited event that AAM bills the client directly, payment is due upon receipt of AAM’s invoice.”
• “They are paid on a quarterly basis and in arrears, which means that the advisory fee is paid after the service.”

How Aljen Asset Management LLC’s fees compare

• Its hourly rate of $100-$300 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.
• Its flat or project fee of $400-$15,000 spans the New Jersey median of $5,000. 67% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Aljen Asset Management LLC

• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 years).

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

1% a year

Clients

397

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$230,227,440

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

128962

Website

aljenam.com (opens in new tab)

Phone

(973) 316-1212

Can advise clients in 9 states: California, Connecticut, Florida, Georgia, North Carolina, New Jersey, New York, Pennsylvania, Texas

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

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