Alliance Wealth Management Group, LLC fees and pricing
Financial planner in Flemington, New Jersey. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 19, 2026, Alliance Wealth Management Group, LLC charges $300-$750 an hour and a flat or project fee of $3,500-$15,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 19, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300-$750/hr
“Fees are negotiable, but generally range from $3,500 to $15,000 on a fixed fee basis and/or from $300 to $750 on an hourly basis, depending upon the scope and complexity of the engagement and the professional rendering the financial planning and/or the consulting services.”
- Flat or project fee
- $3,500-$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 Alliance Wealth Management Group, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
- “Fees are negotiable and will be deducted from client account(s).”
- “Our firm bills on cash unless indicated otherwise in writing.”
How Alliance Wealth Management Group, LLC’s fees compare
- Its hourly rate of $300-$750 is above the New Jersey median of $300. 94% of the 174 other New Jersey planners that publish an hourly rate charge less.
- 1 of the 2 other planners in Flemington that publish an hourly rate charge less.
- Its flat or project fee of $3,500-$15,000 spans the New Jersey median of $5,000. 76% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 3 of the 4 other planners in Flemington that publish a flat or project fee charge less.
About Alliance Wealth Management Group, LLC
- Firm size: 13 employees.
- Registered as an adviser: 2014 (12 years).
Planning areas mentioned in the brochure
- Tax planning
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
- Clients
- 447
- Employees
- 13
- 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
- $517,401,818
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 169573
- Phone
- (908) 751-7090
Can advise clients in 16 states: Arizona, California, Colorado, Florida, Georgia, Louisiana, Massachusetts, Minnesota, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas
Other planners in Flemington that publish fees
- Artemis Wealth AdvisorsFlemington$500-$5,000
- Hearthstead Financial, LLCFlemington$650-$5,000
- Prestige Wealth Management Group, LLCFlemington$500-$750/hr, $3,500-$50,000
- Rand Financial Planning, LLCFlemington$10,000-$40,000/yr
- SG Securities, LLCFlemington$500/hr, $2,500
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